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 | $4,379 | $30,400-85.6% | $53,898-91.9% | $84,808-94.8% |
| Participation rate | 79.3% | 46.4%+32.9pp | 55.0%+24.3pp | 68.3%+11.0pp |
| Annual return | 18.21% | 500.19%-482.0pp | 528.60%-510.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $807 | $1,199-32.7% | $1,826-55.8% | $4,212-80.8% |
| Admin fee / account holder | $138 | $1,993-93.1% | $2,491-94.5% | $7,344-98.1% |