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 5-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 | $11,503 | $70,606-83.7% | $53,898-78.7% | $142,382-91.9% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 19.32% | 619.81%-600.5pp | 528.60%-509.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $523 | $1,202-56.5% | $932-43.9% | $4,299-87.8% |
| Participant deferral / active EE | $1,092 | $2,364-53.8% | $1,826-40.2% | $6,507-83.2% |
| Admin fee / account holder | $292 | $2,852-89.8% | $2,491-88.3% | $12,624-97.7% |