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 | $7,028 | $76,738-90.8% | $56,411-87.5% | $145,922-95.2% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 17.14% | 2994.23%-2977.1pp | 1701.33%-1684.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,558 | $1,380+12.9% | $1,039+50.0% | $4,660-66.6% |
| Participant deferral / active EE | $1,715 | $2,623-34.6% | $1,952-12.1% | $6,688-74.4% |
| Admin fee / account holder | $108 | $3,334-96.8% | $2,829-96.2% | $13,397-99.2% |