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 | $17,683 | $95,416-81.5% | $185,823-90.5% | $85,850-79.4% |
| Participation rate | 84.0% | 68.8%+15.2pp | 81.7%+2.3pp | 69.3%+14.7pp |
| Annual return | 17.11% | 23.59%-6.5pp | 122.05%-104.9pp | 318.53%-301.4pp |
| Employer contribution / active EE | $1,915 | $3,314-42.2% | $5,167-62.9% | $2,565-25.4% |
| Participant deferral / active EE | $2,304 | $3,423-32.7% | $5,568-58.6% | $3,952-41.7% |
| Admin fee / account holder | $7 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |