See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,761 | $96,635-89.9% | $86,612-88.7% | $139,434-93.0% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 20.37% | 106.41%-86.0pp | 591.07%-570.7pp | 372.94%-352.6pp |
| Employer contribution / active EE | $965 | $3,263-70.4% | $3,022-68.1% | $4,751-79.7% |
| Participant deferral / active EE | $4,141 | $4,836-14.4% | $4,438-6.7% | $6,710-38.3% |
| Admin fee / account holder | $190 | $6,408-97.0% | $5,614-96.6% | $11,403-98.3% |