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 5-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 | $6,737 | $96,305-93.0% | $80,569-91.6% | $139,434-95.2% |
| Participation rate | 91.7% | 73.6%+18.0pp | 67.0%+24.7pp | 80.3%+11.3pp |
| Annual return | 20.46% | 1350.08%-1329.6pp | 935.43%-915.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $841 | $3,262-74.2% | $2,723-69.1% | $4,751-82.3% |
| Participant deferral / active EE | $1,608 | $5,232-69.3% | $4,447-63.8% | $6,710-76.0% |
| Admin fee / account holder | $129 | $6,599-98.1% | $5,377-97.6% | $11,403-98.9% |