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 | $7,374 | $100,773-92.7% | $88,946-91.7% | $142,382-94.8% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 26.94% | 70.18%-43.2pp | 57.82%-30.9pp | 217.08%-190.1pp |
| Employer contribution / active EE | $775 | $2,918-73.4% | $2,555-69.7% | $4,299-82.0% |
| Participant deferral / active EE | $943 | $5,230-82.0% | $4,581-79.4% | $6,507-85.5% |
| Admin fee / account holder | $288 | $9,693-97.0% | $8,261-96.5% | $12,624-97.7% |