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 | $7,357 | $74,888-90.2% | $71,209-89.7% | $142,382-94.8% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 28.56% | 345.14%-316.6pp | 282.51%-254.0pp | 217.08%-188.5pp |
| Employer contribution / active EE | $1,583 | $2,854-44.6% | $2,721-41.8% | $4,299-63.2% |
| Participant deferral / active EE | $1,583 | $4,454-64.5% | $4,175-62.1% | $6,507-75.7% |
| Admin fee / account holder | $212 | $5,568-96.2% | $5,349-96.0% | $12,624-98.3% |