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 | $11,795 | $96,635-87.8% | $86,612-86.4% | $139,434-91.5% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 23.30% | 106.41%-83.1pp | 591.07%-567.8pp | 372.94%-349.6pp |
| Employer contribution / active EE | $889 | $3,263-72.8% | $3,022-70.6% | $4,751-81.3% |
| Participant deferral / active EE | $3,315 | $4,836-31.4% | $4,438-25.3% | $6,710-50.6% |
| Admin fee / account holder | $258 | $6,408-96.0% | $5,614-95.4% | $11,403-97.7% |