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 | $6,330 | $70,606-91.0% | $53,898-88.3% | $142,382-95.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 22.08% | 619.81%-597.7pp | 528.60%-506.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,518 | $1,202+26.3% | $932+62.9% | $4,299-64.7% |
| Participant deferral / active EE | $440 | $2,364-81.4% | $1,826-75.9% | $6,507-93.2% |
| Admin fee / account holder | $228 | $2,852-92.0% | $2,491-90.8% | $12,624-98.2% |