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 | $14,474 | $177,572-91.8% | $154,803-90.7% | $142,382-89.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 21.77% | 65.07%-43.3pp | 58.88%-37.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,824 | $4,810-62.1% | $4,305-57.6% | $4,299-57.6% |
| Participant deferral / active EE | $1,971 | $6,272-68.6% | $5,540-64.4% | $6,507-69.7% |
| Admin fee / account holder | $50 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |