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 | $3,614 | $54,705-93.4% | $71,209-94.9% | $84,808-95.7% |
| Participation rate | 92.5% | 64.1%+28.4pp | 73.8%+18.7pp | 68.3%+24.2pp |
| Annual return | 67.66% | 35.90%+31.8pp | 282.51%-214.8pp | 40.90%+26.8pp |
| Employer contribution / active EE | $877 | $2,158-59.3% | $2,721-67.8% | $2,631-66.7% |
| Participant deferral / active EE | $2,015 | $3,030-33.5% | $4,175-51.7% | $4,212-52.1% |
| Admin fee / account holder | $191 | $4,863-96.1% | $5,349-96.4% | $7,344-97.4% |