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 | $2,153 | $25,014-91.4% | $69,647-96.9% | $80,856-97.3% |
| Participation rate | 82.7% | 64.2%+18.4pp | 66.5%+16.2pp | 67.6%+15.1pp |
| Annual return | 15.25% | 19.07%-3.8pp | 100.48%-85.2pp | 35.59%-20.3pp |
| Employer contribution / active EE | $748 | $993-24.6% | $1,712-56.3% | $2,755-72.8% |
| Participant deferral / active EE | $1,274 | $1,839-30.7% | $2,886-55.8% | $4,296-70.3% |
| Admin fee / account holder | $90 | $2,488-96.4% | $4,713-98.1% | $6,918-98.7% |