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 | $6,562 | $76,738-91.4% | $56,411-88.4% | $145,922-95.5% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 8.69% | 2994.23%-2985.5pp | 1701.33%-1692.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,079 | $1,380-21.8% | $1,039+3.9% | $4,660-76.8% |
| Participant deferral / active EE | $1,216 | $2,623-53.6% | $1,952-37.7% | $6,688-81.8% |
| Admin fee / account holder | $208 | $3,334-93.8% | $2,829-92.6% | $13,397-98.4% |