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 | $5,037 | $104,974-95.2% | $95,585-94.7% | $142,382-96.5% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.1%+12.5pp | 80.1%+4.5pp |
| Annual return | 12.33% | 210.33%-198.0pp | 38.56%-26.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,987 | $2,779-28.5% | $2,527-21.4% | $4,299-53.8% |
| Participant deferral / active EE | $1,095 | $4,352-74.8% | $4,023-72.8% | $6,507-83.2% |
| Admin fee / account holder | -$87 | $6,386-101.4% | $6,127-101.4% | $12,624-100.7% |