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 | $2,982 | $76,738-96.1% | $56,411-94.7% | $145,922-98.0% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 12.47% | 2994.23%-2981.8pp | 1701.33%-1688.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $280 | $1,380-79.7% | $1,039-73.0% | $4,660-94.0% |
| Participant deferral / active EE | $608 | $2,623-76.8% | $1,952-68.8% | $6,688-90.9% |
| Admin fee / account holder | $152 | $3,334-95.4% | $2,829-94.6% | $13,397-98.9% |