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 | $2,765 | $30,400-90.9% | $53,898-94.9% | $84,808-96.7% |
| Participation rate | 74.2% | 46.4%+27.7pp | 55.0%+19.2pp | 68.3%+5.9pp |
| Annual return | 18.99% | 500.19%-481.2pp | 528.60%-509.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $264 | $603-56.2% | $932-71.7% | $2,631-90.0% |
| Participant deferral / active EE | $330 | $1,199-72.5% | $1,826-81.9% | $4,212-92.2% |
| Admin fee / account holder | $121 | $1,993-93.9% | $2,491-95.2% | $7,344-98.4% |