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 4-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 | $2,458 | $70,606-96.5% | $53,898-95.4% | $142,382-98.3% |
| Participation rate | 86.7% | 63.7%+23.0pp | 55.0%+31.7pp | 80.1%+6.5pp |
| Annual return | 21.75% | 619.81%-598.1pp | 528.60%-506.9pp | 217.08%-195.3pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $477 | $2,364-79.8% | $1,826-73.9% | $6,507-92.7% |
| Admin fee / account holder | $181 | $2,852-93.6% | $2,491-92.7% | $12,624-98.6% |