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 | $5,935 | $158,398-96.3% | $126,539-95.3% | $142,382-95.8% |
| Participation rate | 73.3% | 75.8%-2.5pp | 69.8%+3.5pp | 80.1%-6.8pp |
| Annual return | 20.01% | 593.76%-573.8pp | 425.95%-405.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $425 | $4,650-90.9% | $3,674-88.4% | $4,299-90.1% |
| Participant deferral / active EE | $1,881 | $4,767-60.5% | $4,083-53.9% | $6,507-71.1% |
| Admin fee / account holder | $171 | $6,918-97.5% | $6,065-97.2% | $12,624-98.6% |