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 | $10,327 | $30,400-66.0% | $53,898-80.8% | $84,808-87.8% |
| Participation rate | 75.0% | 46.4%+28.6pp | 55.0%+20.0pp | 68.3%+6.7pp |
| Annual return | 24.78% | 500.19%-475.4pp | 528.60%-503.8pp | 40.90%-16.1pp |
| Employer contribution / active EE | $1,002 | $603+66.3% | $932+7.5% | $2,631-61.9% |
| Participant deferral / active EE | $1,846 | $1,199+54.0% | $1,826+1.1% | $4,212-56.2% |
| Admin fee / account holder | $39 | $1,993-98.1% | $2,491-98.4% | $7,344-99.5% |