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 | $3,431 | $70,606-95.1% | $53,898-93.6% | $142,382-97.6% |
| Participation rate | 90.0% | 63.7%+26.3pp | 55.0%+35.0pp | 80.1%+9.9pp |
| Annual return | 27.01% | 619.81%-592.8pp | 528.60%-501.6pp | 217.08%-190.1pp |
| Employer contribution / active EE | $757 | $1,202-37.1% | $932-18.8% | $4,299-82.4% |
| Participant deferral / active EE | $946 | $2,364-60.0% | $1,826-48.2% | $6,507-85.5% |
| Admin fee / account holder | $122 | $2,852-95.7% | $2,491-95.1% | $12,624-99.0% |