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 4-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 | $5,644 | $109,982-94.9% | $97,226-94.2% | $145,922-96.1% |
| Participation rate | 76.9% | 75.9%+1.0pp | 72.7%+4.2pp | 80.3%-3.4pp |
| Annual return | 13.04% | 242.90%-229.9pp | 75.13%-62.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $716 | $3,084-76.8% | $2,729-73.8% | $4,660-84.6% |
| Participant deferral / active EE | $1,348 | $4,676-71.2% | $4,264-68.4% | $6,688-79.8% |
| Admin fee / account holder | $54 | $6,221-99.1% | $5,654-99.0% | $13,397-99.6% |