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 | $5,272 | $104,974-95.0% | $95,585-94.5% | $142,382-96.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 58.70% | 210.33%-151.6pp | 38.56%+20.1pp | 217.08%-158.4pp |
| Employer contribution / active EE | $3,088 | $2,779+11.1% | $2,527+22.2% | $4,299-28.2% |
| Participant deferral / active EE | $5,531 | $4,352+27.1% | $4,023+37.5% | $6,507-15.0% |
| Admin fee / account holder | $93 | $6,386-98.5% | $6,127-98.5% | $12,624-99.3% |