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 6-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 | $6,596 | $93,024-92.9% | $77,024-91.4% | $134,475-95.1% |
| Participation rate | 92.9% | 74.5%+18.4pp | 67.9%+25.0pp | 81.2%+11.6pp |
| Annual return | -19.79% | 62.60%-82.4pp | 42.32%-62.1pp | 417.96%-437.8pp |
| Employer contribution / active EE | $989 | $3,418-71.1% | $2,812-64.8% | $4,740-79.1% |
| Participant deferral / active EE | $1,828 | $5,238-65.1% | $4,426-58.7% | $6,400-71.4% |
| Admin fee / account holder | $144 | $6,944-97.9% | $5,425-97.4% | $11,426-98.7% |