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 | $2,865 | $30,400-90.6% | $53,898-94.7% | $84,808-96.6% |
| Participation rate | 92.3% | 46.4%+45.9pp | 55.0%+37.3pp | 68.3%+24.0pp |
| Annual return | 23.48% | 500.19%-476.7pp | 528.60%-505.1pp | 40.90%-17.4pp |
| Employer contribution / active EE | $519 | $603-13.8% | $932-44.3% | $2,631-80.3% |
| Participant deferral / active EE | $1,299 | $1,199+8.4% | $1,826-28.9% | $4,212-69.2% |
| Admin fee / account holder | $13 | $1,993-99.3% | $2,491-99.5% | $7,344-99.8% |