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 9-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 | $20,654 | $30,400-32.1% | $53,898-61.7% | $84,808-75.6% |
| Participation rate | 74.1% | 46.4%+27.6pp | 55.0%+19.1pp | 68.3%+5.8pp |
| Annual return | 18.83% | 500.19%-481.4pp | 528.60%-509.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $718 | $603+19.2% | $932-23.0% | $2,631-72.7% |
| Participant deferral / active EE | $1,691 | $1,199+41.0% | $1,826-7.4% | $4,212-59.9% |
| Admin fee / account holder | $289 | $1,993-85.5% | $2,491-88.4% | $7,344-96.1% |