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 | $6,830 | $104,974-93.5% | $95,585-92.9% | $142,382-95.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.18% | 210.33%-188.2pp | 38.56%-16.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,112 | $2,779-60.0% | $2,527-56.0% | $4,299-74.1% |
| Participant deferral / active EE | $1,259 | $4,352-71.1% | $4,023-68.7% | $6,507-80.6% |
| Admin fee / account holder | $19 | $6,386-99.7% | $6,127-99.7% | $12,624-99.9% |