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 | $2,790 | $70,606-96.0% | $53,898-94.8% | $142,382-98.0% |
| Participation rate | 90.0% | 63.7%+26.3pp | 55.0%+35.0pp | 80.1%+9.9pp |
| Annual return | 29.07% | 619.81%-590.7pp | 528.60%-499.5pp | 217.08%-188.0pp |
| Employer contribution / active EE | $617 | $1,202-48.7% | $932-33.8% | $4,299-85.7% |
| Participant deferral / active EE | $860 | $2,364-63.6% | $1,826-52.9% | $6,507-86.8% |
| Admin fee / account holder | $96 | $2,852-96.6% | $2,491-96.2% | $12,624-99.2% |