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 3-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 | $2,048 | $30,400-93.3% | $53,898-96.2% | $84,808-97.6% |
| Participation rate | 89.7% | 46.4%+43.2pp | 55.0%+34.7pp | 68.3%+21.3pp |
| Annual return | 21.96% | 500.19%-478.2pp | 528.60%-506.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $689 | $1,199-42.5% | $1,826-62.3% | $4,212-83.6% |
| Admin fee / account holder | $53 | $1,993-97.4% | $2,491-97.9% | $7,344-99.3% |