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 | $8,937 | $74,888-88.1% | $71,209-87.4% | $142,382-93.7% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 24.33% | 345.14%-320.8pp | 282.51%-258.2pp | 217.08%-192.7pp |
| Employer contribution / active EE | $800 | $2,854-72.0% | $2,721-70.6% | $4,299-81.4% |
| Participant deferral / active EE | $1,625 | $4,454-63.5% | $4,175-61.1% | $6,507-75.0% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |