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 | $16,503 | $70,606-76.6% | $53,898-69.4% | $142,382-88.4% |
| Participation rate | 78.9% | 63.7%+15.2pp | 55.0%+24.0pp | 80.1%-1.2pp |
| Annual return | 18.92% | 619.81%-600.9pp | 528.60%-509.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $634 | $1,202-47.3% | $932-32.0% | $4,299-85.3% |
| Participant deferral / active EE | $2,099 | $2,364-11.2% | $1,826+14.9% | $6,507-67.7% |
| Admin fee / account holder | $62 | $2,852-97.8% | $2,491-97.5% | $12,624-99.5% |