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 | $18,387 | $123,909-85.2% | $69,647-73.6% | $145,922-87.4% |
| Participation rate | 87.5% | 69.2%+18.3pp | 66.5%+21.0pp | 80.3%+7.2pp |
| Annual return | 15.14% | 190.55%-175.4pp | 100.48%-85.3pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,690 | $2,682-37.0% | $1,712-1.3% | $4,660-63.7% |
| Participant deferral / active EE | $5,099 | $4,236+20.4% | $2,886+76.7% | $6,688-23.8% |
| Admin fee / account holder | $203 | $7,863-97.4% | $4,713-95.7% | $13,397-98.5% |