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 | $8,529 | $104,974-91.9% | $95,585-91.1% | $142,382-94.0% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 28.60% | 210.33%-181.7pp | 38.56%-10.0pp | 217.08%-188.5pp |
| Employer contribution / active EE | $1,309 | $2,779-52.9% | $2,527-48.2% | $4,299-69.6% |
| Participant deferral / active EE | $1,785 | $4,352-59.0% | $4,023-55.6% | $6,507-72.6% |
| Admin fee / account holder | $214 | $6,386-96.6% | $6,127-96.5% | $12,624-98.3% |