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 8-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 | $30,879 | $111,754-72.4% | $103,333-70.1% | $145,922-78.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 13.17% | 24.77%-11.6pp | 24.88%-11.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,223 | $4,212-71.0% | $3,868-68.4% | $4,660-73.8% |
| Participant deferral / active EE | $5,988 | $5,619+6.6% | $5,057+18.4% | $6,688-10.5% |
| Admin fee / account holder | $2 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |