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 4-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 | $10,813 | $100,773-89.3% | $88,946-87.8% | $142,382-92.4% |
| Participation rate | 72.7% | 74.3%-1.6pp | 68.8%+3.9pp | 80.1%-7.4pp |
| Annual return | 20.45% | 70.18%-49.7pp | 57.82%-37.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $703 | $2,918-75.9% | $2,555-72.5% | $4,299-83.7% |
| Participant deferral / active EE | $1,405 | $5,230-73.1% | $4,581-69.3% | $6,507-78.4% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |