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 | $3,653 | $70,606-94.8% | $53,898-93.2% | $142,382-97.4% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 27.61% | 619.81%-592.2pp | 528.60%-501.0pp | 217.08%-189.5pp |
| Employer contribution / active EE | $282 | $1,202-76.6% | $932-69.8% | $4,299-93.4% |
| Participant deferral / active EE | $966 | $2,364-59.1% | $1,826-47.1% | $6,507-85.2% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |