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 4-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 | $7,457 | $74,888-90.0% | $71,209-89.5% | $142,382-94.8% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 39.87% | 345.14%-305.3pp | 282.51%-242.6pp | 217.08%-177.2pp |
| Employer contribution / active EE | $1,219 | $2,854-57.3% | $2,721-55.2% | $4,299-71.6% |
| Participant deferral / active EE | $2,402 | $4,454-46.1% | $4,175-42.5% | $6,507-63.1% |
| Admin fee / account holder | $219 | $5,568-96.1% | $5,349-95.9% | $12,624-98.3% |