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 | $7,171 | $88,751-91.9% | $81,812-91.2% | $145,922-95.1% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.3%+4.6pp | 80.3%-3.4pp |
| Annual return | 15.58% | 1025.40%-1009.8pp | 773.79%-758.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $989 | $3,083-67.9% | $2,912-66.0% | $4,660-78.8% |
| Participant deferral / active EE | $1,655 | $4,643-64.3% | $4,319-61.7% | $6,688-75.2% |
| Admin fee / account holder | $106 | $8,415-98.7% | $7,386-98.6% | $13,397-99.2% |