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 | $4,224 | $104,974-96.0% | $95,585-95.6% | $142,382-97.0% |
| Participation rate | 89.5% | 75.0%+14.5pp | 72.1%+17.4pp | 80.1%+9.4pp |
| Annual return | 28.32% | 210.33%-182.0pp | 38.56%-10.2pp | 217.08%-188.8pp |
| Employer contribution / active EE | $734 | $2,779-73.6% | $2,527-71.0% | $4,299-82.9% |
| Participant deferral / active EE | $1,129 | $4,352-74.1% | $4,023-71.9% | $6,507-82.6% |
| Admin fee / account holder | $59 | $6,386-99.1% | $6,127-99.0% | $12,624-99.5% |