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 | $1,514 | $76,738-98.0% | $56,411-97.3% | $145,922-99.0% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 34.10% | 2994.23%-2960.1pp | 1701.33%-1667.2pp | 561.29%-527.2pp |
| Employer contribution / active EE | $575 | $1,380-58.4% | $1,039-44.7% | $4,660-87.7% |
| Participant deferral / active EE | $575 | $2,623-78.1% | $1,952-70.6% | $6,688-91.4% |
| Admin fee / account holder | $59 | $3,334-98.2% | $2,829-97.9% | $13,397-99.6% |