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 | $5,063 | $54,705-90.7% | $71,209-92.9% | $84,808-94.0% |
| Participation rate | 90.2% | 64.1%+26.2pp | 73.8%+16.5pp | 68.3%+21.9pp |
| Annual return | 22.61% | 35.90%-13.3pp | 282.51%-259.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $478 | $2,158-77.9% | $2,721-82.4% | $2,631-81.8% |
| Participant deferral / active EE | $2,315 | $3,030-23.6% | $4,175-44.5% | $4,212-45.0% |
| Admin fee / account holder | $263 | $4,863-94.6% | $5,349-95.1% | $7,344-96.4% |