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 4-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 | $6,278 | $158,398-96.0% | $126,539-95.0% | $142,382-95.6% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 16.00% | 593.76%-577.8pp | 425.95%-409.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $409 | $4,650-91.2% | $3,674-88.9% | $4,299-90.5% |
| Participant deferral / active EE | $630 | $4,767-86.8% | $4,083-84.6% | $6,507-90.3% |
| Admin fee / account holder | $24 | $6,918-99.7% | $6,065-99.6% | $12,624-99.8% |