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 | $9,732 | $158,398-93.9% | $126,539-92.3% | $142,382-93.2% |
| Participation rate | 91.7% | 75.8%+15.9pp | 69.8%+21.8pp | 80.1%+11.5pp |
| Annual return | 281.63% | 593.76%-312.1pp | 425.95%-144.3pp | 217.08%+64.6pp |
| Employer contribution / active EE | $499 | $4,650-89.3% | $3,674-86.4% | $4,299-88.4% |
| Participant deferral / active EE | $961 | $4,767-79.8% | $4,083-76.5% | $6,507-85.2% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |