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 | $6,119 | $70,606-91.3% | $53,898-88.6% | $142,382-95.7% |
| Participation rate | 94.4% | 63.7%+30.7pp | 55.0%+39.5pp | 80.1%+14.3pp |
| Annual return | 23.35% | 619.81%-596.5pp | 528.60%-505.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $328 | $1,202-72.7% | $932-64.8% | $4,299-92.4% |
| Participant deferral / active EE | $545 | $2,364-77.0% | $1,826-70.2% | $6,507-91.6% |
| Admin fee / account holder | $19 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |