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 | $5,758 | $85,022-93.2% | $70,515-91.8% | $139,434-95.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 37.77% | 30.38%+7.4pp | 32.77%+5.0pp | 372.94%-335.2pp |
| Employer contribution / active EE | $1,860 | $3,909-52.4% | $2,973-37.4% | $4,751-60.9% |
| Participant deferral / active EE | $2,039 | $5,890-65.4% | $4,567-55.4% | $6,710-69.6% |
| Admin fee / account holder | $214 | $8,906-97.6% | $6,412-96.7% | $11,403-98.1% |