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 | $3,665 | $88,751-95.9% | $81,812-95.5% | $145,922-97.5% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 29.09% | 1025.40%-996.3pp | 773.79%-744.7pp | 561.29%-532.2pp |
| Employer contribution / active EE | $1,210 | $3,083-60.7% | $2,912-58.4% | $4,660-74.0% |
| Participant deferral / active EE | $1,623 | $4,643-65.1% | $4,319-62.4% | $6,688-75.7% |
| Admin fee / account holder | $37 | $8,415-99.6% | $7,386-99.5% | $13,397-99.7% |