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 | $14,997 | $70,606-78.8% | $53,898-72.2% | $142,382-89.5% |
| Participation rate | 84.2% | 63.7%+20.5pp | 55.0%+29.2pp | 80.1%+4.1pp |
| Annual return | 16.19% | 619.81%-603.6pp | 528.60%-512.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,358 | $1,202+13.0% | $932+45.7% | $4,299-68.4% |
| Participant deferral / active EE | $3,490 | $2,364+47.7% | $1,826+91.1% | $6,507-46.4% |
| Admin fee / account holder | $262 | $2,852-90.8% | $2,491-89.5% | $12,624-97.9% |