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 | $5,991 | $74,888-92.0% | $71,209-91.6% | $142,382-95.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 26.75% | 345.14%-318.4pp | 282.51%-255.8pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,314 | $2,854-54.0% | $2,721-51.7% | $4,299-69.4% |
| Participant deferral / active EE | $1,793 | $4,454-59.8% | $4,175-57.1% | $6,507-72.4% |
| Admin fee / account holder | $107 | $5,568-98.1% | $5,349-98.0% | $12,624-99.2% |