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 | $13,324 | $100,773-86.8% | $88,946-85.0% | $142,382-90.6% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 18.04% | 70.18%-52.1pp | 57.82%-39.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,288 | $2,918-55.9% | $2,555-49.6% | $4,299-70.0% |
| Participant deferral / active EE | $2,224 | $5,230-57.5% | $4,581-51.5% | $6,507-65.8% |
| Admin fee / account holder | $15 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |