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 3-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 | $9,232 | $74,888-87.7% | $71,209-87.0% | $142,382-93.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 30.33% | 345.14%-314.8pp | 282.51%-252.2pp | 217.08%-186.7pp |
| Employer contribution / active EE | $1,474 | $2,854-48.4% | $2,721-45.8% | $4,299-65.7% |
| Participant deferral / active EE | $1,863 | $4,454-58.2% | $4,175-55.4% | $6,507-71.4% |
| Admin fee / account holder | $45 | $5,568-99.2% | $5,349-99.2% | $12,624-99.6% |