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 | $5,118 | $70,606-92.8% | $53,898-90.5% | $142,382-96.4% |
| Participation rate | 78.3% | 63.7%+14.6pp | 55.0%+23.3pp | 80.1%-1.9pp |
| Annual return | 20.17% | 619.81%-599.6pp | 528.60%-508.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,492 | $2,364-36.9% | $1,826-18.3% | $6,507-77.1% |
| Admin fee / account holder | $17 | $2,852-99.4% | $2,491-99.3% | $12,624-99.9% |