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 | $3,509 | $70,606-95.0% | $53,898-93.5% | $142,382-97.5% |
| Participation rate | 77.8% | 63.7%+14.1pp | 55.0%+22.8pp | 80.1%-2.3pp |
| Annual return | 19.29% | 619.81%-600.5pp | 528.60%-509.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $967 | $2,364-59.1% | $1,826-47.1% | $6,507-85.1% |
| Admin fee / account holder | $201 | $2,852-92.9% | $2,491-91.9% | $12,624-98.4% |