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 | $6,771 | $54,705-87.6% | $71,209-90.5% | $84,808-92.0% |
| Participation rate | 82.8% | 64.1%+18.7pp | 73.8%+9.0pp | 68.3%+14.4pp |
| Annual return | 21.97% | 35.90%-13.9pp | 282.51%-260.5pp | 40.90%-18.9pp |
| Employer contribution / active EE | $734 | $2,158-66.0% | $2,721-73.0% | $2,631-72.1% |
| Participant deferral / active EE | $749 | $3,030-75.3% | $4,175-82.1% | $4,212-82.2% |
| Admin fee / account holder | $250 | $4,863-94.9% | $5,349-95.3% | $7,344-96.6% |