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 | $3,070 | $70,606-95.7% | $53,898-94.3% | $142,382-97.8% |
| Participation rate | 72.7% | 63.7%+9.0pp | 55.0%+17.8pp | 80.1%-7.4pp |
| Annual return | 35.89% | 619.81%-583.9pp | 528.60%-492.7pp | 217.08%-181.2pp |
| Employer contribution / active EE | $589 | $1,202-51.0% | $932-36.9% | $4,299-86.3% |
| Participant deferral / active EE | $673 | $2,364-71.5% | $1,826-63.1% | $6,507-89.7% |
| Admin fee / account holder | $91 | $2,852-96.8% | $2,491-96.3% | $12,624-99.3% |