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 4-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 | $10,579 | $95,266-88.9% | $82,389-87.2% | $142,382-92.6% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 27.85% | 25.74%+2.1pp | 28.67%-0.8pp | 217.08%-189.2pp |
| Employer contribution / active EE | $1,060 | $2,991-64.6% | $2,517-57.9% | $4,299-75.4% |
| Participant deferral / active EE | $2,656 | $4,809-44.8% | $4,155-36.1% | $6,507-59.2% |
| Admin fee / account holder | $39 | $8,563-99.5% | $7,231-99.5% | $12,624-99.7% |