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 | $13,494 | $70,606-80.9% | $53,898-75.0% | $142,382-90.5% |
| Participation rate | 87.5% | 63.7%+23.8pp | 55.0%+32.5pp | 80.1%+7.4pp |
| Annual return | 24.08% | 619.81%-595.7pp | 528.60%-504.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,384 | $1,202+15.1% | $932+48.5% | $4,299-67.8% |
| Participant deferral / active EE | $1,949 | $2,364-17.6% | $1,826+6.7% | $6,507-70.0% |
| Admin fee / account holder | $47 | $2,852-98.3% | $2,491-98.1% | $12,624-99.6% |