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 3-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 | $8,340 | $74,888-88.9% | $71,209-88.3% | $142,382-94.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 21.60% | 345.14%-323.5pp | 282.51%-260.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $948 | $2,854-66.8% | $2,721-65.2% | $4,299-78.0% |
| Participant deferral / active EE | $2,242 | $4,454-49.7% | $4,175-46.3% | $6,507-65.5% |
| Admin fee / account holder | $124 | $5,568-97.8% | $5,349-97.7% | $12,624-99.0% |