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 7-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 | $7,054 | $29,660-76.2% | $56,411-87.5% | $80,856-91.3% |
| Participation rate | 88.2% | 41.6%+46.6pp | 52.5%+35.8pp | 67.6%+20.6pp |
| Annual return | 15.20% | 35.23%-20.0pp | 1701.33%-1686.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,095 | $669+63.6% | $1,039+5.5% | $2,755-60.2% |
| Participant deferral / active EE | $1,224 | $1,226-0.1% | $1,952-37.3% | $4,296-71.5% |
| Admin fee / account holder | $274 | $2,428-88.7% | $2,829-90.3% | $6,918-96.0% |