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 | $2,520 | $22,587-88.8% | $65,255-96.1% | $75,163-96.6% |
| Participation rate | 76.1% | 63.1%+13.0pp | 65.0%+11.2pp | 67.2%+8.9pp |
| Annual return | 83.37% | 71.03%+12.3pp | 47.35%+36.0pp | 160.62%-77.2pp |
| Employer contribution / active EE | $645 | $941-31.4% | $1,691-61.9% | $2,670-75.8% |
| Participant deferral / active EE | $1,288 | $1,695-24.0% | $2,831-54.5% | $4,125-68.8% |
| Admin fee / account holder | $201 | $1,876-89.3% | $4,112-95.1% | $5,651-96.4% |