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 | $7,869 | $99,877-92.1% | $84,966-90.7% | $145,922-94.6% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.5pp |
| Annual return | 17.81% | 83.76%-65.9pp | 66.38%-48.6pp | 561.29%-543.5pp |
| Employer contribution / active EE | $919 | $3,231-71.6% | $2,727-66.3% | $4,660-80.3% |
| Participant deferral / active EE | $1,782 | $5,291-66.3% | $4,519-60.6% | $6,688-73.4% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |