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 | $6,417 | $74,888-91.4% | $71,209-91.0% | $142,382-95.5% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 25.95% | 345.14%-319.2pp | 282.51%-256.6pp | 217.08%-191.1pp |
| Employer contribution / active EE | $922 | $2,854-67.7% | $2,721-66.1% | $4,299-78.5% |
| Participant deferral / active EE | $1,396 | $4,454-68.7% | $4,175-66.6% | $6,507-78.5% |
| Admin fee / account holder | $258 | $5,568-95.4% | $5,349-95.2% | $12,624-98.0% |