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 | $3,989 | $76,738-94.8% | $56,411-92.9% | $145,922-97.3% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+19.0pp | 80.3%-8.8pp |
| Annual return | 29.41% | 2994.23%-2964.8pp | 1701.33%-1671.9pp | 561.29%-531.9pp |
| Employer contribution / active EE | $418 | $1,380-69.7% | $1,039-59.7% | $4,660-91.0% |
| Participant deferral / active EE | $2,832 | $2,623+8.0% | $1,952+45.1% | $6,688-57.7% |
| Admin fee / account holder | $87 | $3,334-97.4% | $2,829-96.9% | $13,397-99.4% |