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 7-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 | $12,966 | $115,708-88.8% | $65,255-80.1% | $139,434-90.7% |
| Participation rate | 93.3% | 67.8%+25.5pp | 65.0%+28.4pp | 80.3%+13.0pp |
| Annual return | 26.18% | 31.19%-5.0pp | 47.35%-21.2pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,652 | $2,599-36.4% | $1,691-2.3% | $4,751-65.2% |
| Participant deferral / active EE | $5,938 | $4,240+40.0% | $2,831+109.7% | $6,710-11.5% |
| Admin fee / account holder | $51 | $6,698-99.2% | $4,112-98.8% | $11,403-99.6% |