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 | $13,661 | $96,635-85.9% | $86,612-84.2% | $139,434-90.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 25.62% | 106.41%-80.8pp | 591.07%-565.4pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,498 | $3,263-54.1% | $3,022-50.4% | $4,751-68.5% |
| Participant deferral / active EE | $3,020 | $4,836-37.6% | $4,438-31.9% | $6,710-55.0% |
| Admin fee / account holder | $59 | $6,408-99.1% | $5,614-98.9% | $11,403-99.5% |