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 | $4,183 | $74,888-94.4% | $71,209-94.1% | $142,382-97.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 25.08% | 345.14%-320.1pp | 282.51%-257.4pp | 217.08%-192.0pp |
| Employer contribution / active EE | $855 | $2,854-70.0% | $2,721-68.6% | $4,299-80.1% |
| Participant deferral / active EE | $1,599 | $4,454-64.1% | $4,175-61.7% | $6,507-75.4% |
| Admin fee / account holder | $130 | $5,568-97.7% | $5,349-97.6% | $12,624-99.0% |