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 | $7,647 | $72,400-89.4% | $67,502-88.7% | $145,922-94.8% |
| Participation rate | 77.8% | 76.9%+0.9pp | 72.9%+4.9pp | 80.3%-2.5pp |
| Annual return | 15.28% | 7182.46%-7167.2pp | 3512.12%-3496.8pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,095 | $3,069-64.3% | $2,731-59.9% | $4,660-76.5% |
| Participant deferral / active EE | $1,690 | $4,783-64.7% | $4,000-57.8% | $6,688-74.7% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |