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 | $4,396 | $76,738-94.3% | $56,411-92.2% | $145,922-97.0% |
| Participation rate | 73.7% | 63.2%+10.5pp | 52.5%+21.2pp | 80.3%-6.6pp |
| Annual return | 16.39% | 2994.23%-2977.8pp | 1701.33%-1684.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $701 | $1,380-49.2% | $1,039-32.5% | $4,660-85.0% |
| Participant deferral / active EE | $764 | $2,623-70.9% | $1,952-60.8% | $6,688-88.6% |
| Admin fee / account holder | $86 | $3,334-97.4% | $2,829-96.9% | $13,397-99.4% |