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 7-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 | $26,964 | $111,724-75.9% | $93,606-71.2% | $145,922-81.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 13.12% | 202.98%-189.9pp | 133.20%-120.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,076 | $3,090-65.2% | $2,420-55.5% | $4,660-76.9% |
| Participant deferral / active EE | $4,072 | $4,912-17.1% | $4,411-7.7% | $6,688-39.1% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |