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 | $6,522 | $70,606-90.8% | $53,898-87.9% | $142,382-95.4% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 24.21% | 619.81%-595.6pp | 528.60%-504.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $221 | $1,202-81.6% | $932-76.3% | $4,299-94.9% |
| Participant deferral / active EE | $1,899 | $2,364-19.7% | $1,826+4.0% | $6,507-70.8% |
| Admin fee / account holder | $208 | $2,852-92.7% | $2,491-91.7% | $12,624-98.4% |