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 | $2,998 | $30,400-90.1% | $53,898-94.4% | $84,808-96.5% |
| Participation rate | 86.2% | 46.4%+39.8pp | 55.0%+31.2pp | 68.3%+17.9pp |
| Annual return | 25.76% | 500.19%-474.4pp | 528.60%-502.8pp | 40.90%-15.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $813 | $1,199-32.2% | $1,826-55.5% | $4,212-80.7% |
| Admin fee / account holder | $62 | $1,993-96.9% | $2,491-97.5% | $7,344-99.2% |