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 | $5,586 | $72,400-92.3% | $67,502-91.7% | $145,922-96.2% |
| Participation rate | 86.7% | 76.9%+9.8pp | 72.9%+13.8pp | 80.3%+6.4pp |
| Annual return | 13.82% | 7182.46%-7168.6pp | 3512.12%-3498.3pp | 561.29%-547.5pp |
| Employer contribution / active EE | $425 | $3,069-86.2% | $2,731-84.4% | $4,660-90.9% |
| Participant deferral / active EE | $1,818 | $4,783-62.0% | $4,000-54.6% | $6,688-72.8% |
| Admin fee / account holder | $257 | $5,539-95.4% | $3,998-93.6% | $13,397-98.1% |