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 | $8,573 | $74,888-88.6% | $71,209-88.0% | $142,382-94.0% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.1%+15.1pp |
| Annual return | 28.49% | 345.14%-316.6pp | 282.51%-254.0pp | 217.08%-188.6pp |
| Employer contribution / active EE | $445 | $2,854-84.4% | $2,721-83.6% | $4,299-89.6% |
| Participant deferral / active EE | $3,123 | $4,454-29.9% | $4,175-25.2% | $6,507-52.0% |
| Admin fee / account holder | $29 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |