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 | $3,165 | $31,310-89.9% | $53,898-94.1% | $74,304-95.7% |
| Participation rate | 77.3% | 30.7%+46.6pp | 55.0%+22.3pp | 60.3%+16.9pp |
| Annual return | 21.58% | 23.16%-1.6pp | 528.60%-507.0pp | 29.43%-7.9pp |
| Employer contribution / active EE | $281 | $450-37.5% | $932-69.9% | $2,241-87.5% |
| Participant deferral / active EE | $547 | $934-41.4% | $1,826-70.0% | $3,767-85.5% |
| Admin fee / account holder | $37 | $2,175-98.3% | $2,491-98.5% | $2,969-98.8% |