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 | $3,427 | $30,400-88.7% | $53,898-93.6% | $84,808-96.0% |
| Participation rate | 82.4% | 46.4%+35.9pp | 55.0%+27.4pp | 68.3%+14.0pp |
| Annual return | 31.39% | 500.19%-468.8pp | 528.60%-497.2pp | 40.90%-9.5pp |
| Employer contribution / active EE | $474 | $603-21.3% | $932-49.1% | $2,631-82.0% |
| Participant deferral / active EE | $2,407 | $1,199+100.8% | $1,826+31.8% | $4,212-42.8% |
| Admin fee / account holder | $244 | $1,993-87.7% | $2,491-90.2% | $7,344-96.7% |