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 | $10,986 | $70,606-84.4% | $53,898-79.6% | $142,382-92.3% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 21.51% | 619.81%-598.3pp | 528.60%-507.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,465 | $1,202+21.9% | $932+57.2% | $4,299-65.9% |
| Participant deferral / active EE | $1,716 | $2,364-27.4% | $1,826-6.0% | $6,507-73.6% |
| Admin fee / account holder | $70 | $2,852-97.6% | $2,491-97.2% | $12,624-99.4% |