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 | $9,332 | $104,974-91.1% | $95,585-90.2% | $142,382-93.4% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 24.30% | 210.33%-186.0pp | 38.56%-14.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,023 | $2,779-63.2% | $2,527-59.5% | $4,299-76.2% |
| Participant deferral / active EE | $2,058 | $4,352-52.7% | $4,023-48.8% | $6,507-68.4% |
| Admin fee / account holder | $232 | $6,386-96.4% | $6,127-96.2% | $12,624-98.2% |