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 | $7,365 | $70,606-89.6% | $53,898-86.3% | $142,382-94.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 25.65% | 619.81%-594.2pp | 528.60%-503.0pp | 217.08%-191.4pp |
| Employer contribution / active EE | $1,556 | $1,202+29.4% | $932+66.9% | $4,299-63.8% |
| Participant deferral / active EE | $3,385 | $2,364+43.2% | $1,826+85.4% | $6,507-48.0% |
| Admin fee / account holder | $197 | $2,852-93.1% | $2,491-92.1% | $12,624-98.4% |