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 6-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 | $24,571 | $100,773-75.6% | $88,946-72.4% | $142,382-82.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.36% | 70.18%-53.8pp | 57.82%-41.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,423 | $2,918-51.2% | $2,555-44.3% | $4,299-66.9% |
| Participant deferral / active EE | $3,462 | $5,230-33.8% | $4,581-24.4% | $6,507-46.8% |
| Admin fee / account holder | $92 | $9,693-99.1% | $8,261-98.9% | $12,624-99.3% |