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 6-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 | $6,855 | $74,888-90.8% | $71,209-90.4% | $142,382-95.2% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 95.83% | 345.14%-249.3pp | 282.51%-186.7pp | 217.08%-121.2pp |
| Employer contribution / active EE | $1,454 | $2,854-49.0% | $2,721-46.5% | $4,299-66.2% |
| Participant deferral / active EE | $1,595 | $4,454-64.2% | $4,175-61.8% | $6,507-75.5% |
| Admin fee / account holder | $226 | $5,568-95.9% | $5,349-95.8% | $12,624-98.2% |