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 | $2,449 | $22,587-89.2% | $65,255-96.2% | $75,163-96.7% |
| Participation rate | 78.6% | 63.1%+15.5pp | 65.0%+13.6pp | 67.2%+11.4pp |
| Annual return | 205.54% | 71.03%+134.5pp | 47.35%+158.2pp | 160.62%+44.9pp |
| Employer contribution / active EE | $666 | $941-29.2% | $1,691-60.6% | $2,670-75.1% |
| Participant deferral / active EE | $1,360 | $1,695-19.8% | $2,831-52.0% | $4,125-67.0% |
| Admin fee / account holder | $223 | $1,876-88.1% | $4,112-94.6% | $5,651-96.1% |