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 | $2,204 | $30,400-92.7% | $53,898-95.9% | $84,808-97.4% |
| Participation rate | 71.4% | 46.4%+25.0pp | 55.0%+16.5pp | 68.3%+3.1pp |
| Annual return | 191.69% | 500.19%-308.5pp | 528.60%-336.9pp | 40.90%+150.8pp |
| Employer contribution / active EE | $138 | $603-77.2% | $932-85.2% | $2,631-94.8% |
| Participant deferral / active EE | $570 | $1,199-52.4% | $1,826-68.8% | $4,212-86.5% |
| Admin fee / account holder | $166 | $1,993-91.7% | $2,491-93.3% | $7,344-97.7% |