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 5-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 | $8,681 | $100,773-91.4% | $88,946-90.2% | $142,382-93.9% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 19.60% | 70.18%-50.6pp | 57.82%-38.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,326 | $2,918-54.6% | $2,555-48.1% | $4,299-69.2% |
| Participant deferral / active EE | $2,133 | $5,230-59.2% | $4,581-53.4% | $6,507-67.2% |
| Admin fee / account holder | $195 | $9,693-98.0% | $8,261-97.6% | $12,624-98.5% |