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 | $7,415 | $70,606-89.5% | $53,898-86.2% | $142,382-94.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 29.04% | 619.81%-590.8pp | 528.60%-499.6pp | 217.08%-188.0pp |
| Employer contribution / active EE | $1,061 | $1,202-11.7% | $932+13.8% | $4,299-75.3% |
| Participant deferral / active EE | $4,075 | $2,364+72.4% | $1,826+123.2% | $6,507-37.4% |
| Admin fee / account holder | $113 | $2,852-96.0% | $2,491-95.4% | $12,624-99.1% |