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 | $2,238 | $81,625-97.3% | $58,482-96.2% | $139,434-98.4% |
| Participation rate | 76.2% | 61.3%+14.9pp | 50.9%+25.3pp | 80.3%-4.1pp |
| Annual return | 19.64% | 7404.20%-7384.6pp | 4239.32%-4219.7pp | 372.94%-353.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $732 | $2,557-71.4% | $1,924-61.9% | $6,710-89.1% |
| Admin fee / account holder | $222 | $3,265-93.2% | $2,516-91.2% | $11,403-98.0% |