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 | $3,006 | $70,606-95.7% | $53,898-94.4% | $142,382-97.9% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 31.35% | 619.81%-588.5pp | 528.60%-497.2pp | 217.08%-185.7pp |
| Employer contribution / active EE | $614 | $1,202-48.9% | $932-34.1% | $4,299-85.7% |
| Participant deferral / active EE | $969 | $2,364-59.0% | $1,826-46.9% | $6,507-85.1% |
| Admin fee / account holder | $68 | $2,852-97.6% | $2,491-97.3% | $12,624-99.5% |