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 | $3,287 | $74,888-95.6% | $71,209-95.4% | $142,382-97.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 32.38% | 345.14%-312.8pp | 282.51%-250.1pp | 217.08%-184.7pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,700 | $4,454-61.8% | $4,175-59.3% | $6,507-73.9% |
| Admin fee / account holder | $294 | $5,568-94.7% | $5,349-94.5% | $12,624-97.7% |