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 | $11,787 | $88,751-86.7% | $81,812-85.6% | $145,922-91.9% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 9.59% | 1025.40%-1015.8pp | 773.79%-764.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $479 | $3,083-84.5% | $2,912-83.6% | $4,660-89.7% |
| Participant deferral / active EE | $755 | $4,643-83.7% | $4,319-82.5% | $6,688-88.7% |
| Admin fee / account holder | $1 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |