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 | $8,526 | $96,305-91.1% | $80,569-89.4% | $139,434-93.9% |
| Participation rate | 90.9% | 73.6%+17.3pp | 67.0%+23.9pp | 80.3%+10.6pp |
| Annual return | 20.48% | 1350.08%-1329.6pp | 935.43%-914.9pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,268 | $3,262-61.1% | $2,723-53.4% | $4,751-73.3% |
| Participant deferral / active EE | $1,939 | $5,232-62.9% | $4,447-56.4% | $6,710-71.1% |
| Admin fee / account holder | $83 | $6,599-98.7% | $5,377-98.4% | $11,403-99.3% |