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 3-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 | $1,599 | $22,587-92.9% | $65,255-97.5% | $75,163-97.9% |
| Participation rate | 77.6% | 63.1%+14.5pp | 65.0%+12.6pp | 67.2%+10.4pp |
| Annual return | 161.17% | 71.03%+90.1pp | 47.35%+113.8pp | 160.62%+0.6pp |
| Employer contribution / active EE | $817 | $941-13.1% | $1,691-51.7% | $2,670-69.4% |
| Participant deferral / active EE | $1,474 | $1,695-13.1% | $2,831-47.9% | $4,125-64.3% |
| Admin fee / account holder | $55 | $1,876-97.1% | $4,112-98.7% | $5,651-99.0% |