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 | $1,431 | $76,738-98.1% | $56,411-97.5% | $145,922-99.0% |
| Participation rate | 92.9% | 63.2%+29.6pp | 52.5%+40.4pp | 80.3%+12.6pp |
| Annual return | 15.47% | 2994.23%-2978.8pp | 1701.33%-1685.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,325 | $2,623-49.5% | $1,952-32.1% | $6,688-80.2% |
| Admin fee / account holder | $183 | $3,334-94.5% | $2,829-93.5% | $13,397-98.6% |