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 | $3,118 | $74,888-95.8% | $71,209-95.6% | $142,382-97.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 26.23% | 345.14%-318.9pp | 282.51%-256.3pp | 217.08%-190.8pp |
| Employer contribution / active EE | $599 | $2,854-79.0% | $2,721-78.0% | $4,299-86.1% |
| Participant deferral / active EE | $822 | $4,454-81.5% | $4,175-80.3% | $6,507-87.4% |
| Admin fee / account holder | $161 | $5,568-97.1% | $5,349-97.0% | $12,624-98.7% |