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 | $3,299 | $74,888-95.6% | $71,209-95.4% | $142,382-97.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 29.09% | 345.14%-316.0pp | 282.51%-253.4pp | 217.08%-188.0pp |
| Employer contribution / active EE | $417 | $2,854-85.4% | $2,721-84.7% | $4,299-90.3% |
| Participant deferral / active EE | $925 | $4,454-79.2% | $4,175-77.9% | $6,507-85.8% |
| Admin fee / account holder | $5 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |