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 | $4,416 | $104,974-95.8% | $95,585-95.4% | $142,382-96.9% |
| Participation rate | 91.7% | 75.0%+16.7pp | 72.1%+19.6pp | 80.1%+11.5pp |
| Annual return | 22.21% | 210.33%-188.1pp | 38.56%-16.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $616 | $2,779-77.8% | $2,527-75.6% | $4,299-85.7% |
| Participant deferral / active EE | $1,191 | $4,352-72.6% | $4,023-70.4% | $6,507-81.7% |
| Admin fee / account holder | $246 | $6,386-96.1% | $6,127-96.0% | $12,624-98.0% |