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 | $2,434 | $30,400-92.0% | $53,898-95.5% | $84,808-97.1% |
| Participation rate | 70.3% | 46.4%+23.8pp | 55.0%+15.3pp | 68.3%+2.0pp |
| Annual return | 19.33% | 500.19%-480.9pp | 528.60%-509.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $748 | $1,199-37.6% | $1,826-59.0% | $4,212-82.2% |
| Admin fee / account holder | $163 | $1,993-91.8% | $2,491-93.5% | $7,344-97.8% |