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 | $1,495 | $81,625-98.2% | $58,482-97.4% | $139,434-98.9% |
| Participation rate | 73.3% | 61.3%+12.0pp | 50.9%+22.5pp | 80.3%-7.0pp |
| Annual return | 28.81% | 7404.20%-7375.4pp | 4239.32%-4210.5pp | 372.94%-344.1pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $885 | $2,557-65.4% | $1,924-54.0% | $6,710-86.8% |
| Admin fee / account holder | $183 | $3,265-94.4% | $2,516-92.7% | $11,403-98.4% |