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 | $11,318 | $96,635-88.3% | $86,612-86.9% | $139,434-91.9% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 26.61% | 106.41%-79.8pp | 591.07%-564.5pp | 372.94%-346.3pp |
| Employer contribution / active EE | $2,000 | $3,263-38.7% | $3,022-33.8% | $4,751-57.9% |
| Participant deferral / active EE | $2,693 | $4,836-44.3% | $4,438-39.3% | $6,710-59.9% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |