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 | $3,183 | $76,738-95.9% | $56,411-94.4% | $145,922-97.8% |
| Participation rate | 77.3% | 63.2%+14.1pp | 52.5%+24.8pp | 80.3%-3.0pp |
| Annual return | 16.16% | 2994.23%-2978.1pp | 1701.33%-1685.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,003 | $2,623-61.7% | $1,952-48.6% | $6,688-85.0% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |