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 | $6,653 | $100,773-93.4% | $88,946-92.5% | $142,382-95.3% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.8%+1.2pp | 80.1%-10.1pp |
| Annual return | 28.09% | 70.18%-42.1pp | 57.82%-29.7pp | 217.08%-189.0pp |
| Employer contribution / active EE | $728 | $2,918-75.0% | $2,555-71.5% | $4,299-83.1% |
| Participant deferral / active EE | $1,399 | $5,230-73.2% | $4,581-69.5% | $6,507-78.5% |
| Admin fee / account holder | $155 | $9,693-98.4% | $8,261-98.1% | $12,624-98.8% |