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 | $8,555 | $100,773-91.5% | $88,946-90.4% | $142,382-94.0% |
| Participation rate | 93.8% | 74.3%+19.5pp | 68.8%+24.9pp | 80.1%+13.6pp |
| Annual return | 23.31% | 70.18%-46.9pp | 57.82%-34.5pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,039 | $2,918-64.4% | $2,555-59.4% | $4,299-75.8% |
| Participant deferral / active EE | $1,323 | $5,230-74.7% | $4,581-71.1% | $6,507-79.7% |
| Admin fee / account holder | $157 | $9,693-98.4% | $8,261-98.1% | $12,624-98.8% |