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 | $1,376 | $70,606-98.1% | $53,898-97.4% | $142,382-99.0% |
| Participation rate | 82.6% | 63.7%+18.9pp | 55.0%+27.6pp | 80.1%+2.5pp |
| Annual return | 20.52% | 619.81%-599.3pp | 528.60%-508.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $418 | $2,364-82.3% | $1,826-77.1% | $6,507-93.6% |
| Admin fee / account holder | $43 | $2,852-98.5% | $2,491-98.3% | $12,624-99.7% |