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 | $20,668 | $96,635-78.6% | $86,612-76.1% | $139,434-85.2% |
| Participation rate | 81.3% | 74.4%+6.8pp | 71.7%+9.6pp | 80.3%+0.9pp |
| Annual return | 20.35% | 106.41%-86.1pp | 591.07%-570.7pp | 372.94%-352.6pp |
| Employer contribution / active EE | $733 | $3,263-77.5% | $3,022-75.7% | $4,751-84.6% |
| Participant deferral / active EE | $2,639 | $4,836-45.4% | $4,438-40.5% | $6,710-60.7% |
| Admin fee / account holder | $94 | $6,408-98.5% | $5,614-98.3% | $11,403-99.2% |