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 5-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 | $6,918 | $104,974-93.4% | $95,585-92.8% | $142,382-95.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 30.96% | 210.33%-179.4pp | 38.56%-7.6pp | 217.08%-186.1pp |
| Employer contribution / active EE | $1,884 | $2,779-32.2% | $2,527-25.4% | $4,299-56.2% |
| Participant deferral / active EE | $3,230 | $4,352-25.8% | $4,023-19.7% | $6,507-50.4% |
| Admin fee / account holder | $142 | $6,386-97.8% | $6,127-97.7% | $12,624-98.9% |