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 | $22,365 | $175,202-87.2% | $149,673-85.1% | $139,434-84.0% |
| Participation rate | 70.6% | 83.4%-12.8pp | 78.8%-8.2pp | 80.3%-9.7pp |
| Annual return | 29.67% | 166.71%-137.0pp | 134.42%-104.7pp | 372.94%-343.3pp |
| Employer contribution / active EE | $1,130 | $5,474-79.3% | $4,818-76.5% | $4,751-76.2% |
| Participant deferral / active EE | $3,476 | $6,519-46.7% | $5,680-38.8% | $6,710-48.2% |
| Admin fee / account holder | $127 | $16,150-99.2% | $13,210-99.0% | $11,403-98.9% |