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 | $19,786 | $70,606-72.0% | $53,898-63.3% | $142,382-86.1% |
| Participation rate | 91.7% | 63.7%+28.0pp | 55.0%+36.7pp | 80.1%+11.5pp |
| Annual return | 25.80% | 619.81%-594.0pp | 528.60%-502.8pp | 217.08%-191.3pp |
| Employer contribution / active EE | $987 | $1,202-17.9% | $932+5.9% | $4,299-77.0% |
| Participant deferral / active EE | $3,114 | $2,364+31.7% | $1,826+70.5% | $6,507-52.1% |
| Admin fee / account holder | $215 | $2,852-92.5% | $2,491-91.4% | $12,624-98.3% |