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 | $2,898 | $81,625-96.4% | $58,482-95.0% | $139,434-97.9% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 22.60% | 7404.20%-7381.6pp | 4239.32%-4216.7pp | 372.94%-350.3pp |
| Employer contribution / active EE | $385 | $1,398-72.5% | $1,053-63.5% | $4,751-91.9% |
| Participant deferral / active EE | $790 | $2,557-69.1% | $1,924-59.0% | $6,710-88.2% |
| Admin fee / account holder | $74 | $3,265-97.7% | $2,516-97.1% | $11,403-99.4% |