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 6-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 | $3,610 | $88,751-95.9% | $81,812-95.6% | $145,922-97.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 14.51% | 1025.40%-1010.9pp | 773.79%-759.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $494 | $3,083-84.0% | $2,912-83.0% | $4,660-89.4% |
| Participant deferral / active EE | $809 | $4,643-82.6% | $4,319-81.3% | $6,688-87.9% |
| Admin fee / account holder | $14 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |