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 | $4,993 | $70,606-92.9% | $53,898-90.7% | $142,382-96.5% |
| Participation rate | 73.7% | 63.7%+10.0pp | 55.0%+18.7pp | 80.1%-6.4pp |
| Annual return | 25.97% | 619.81%-593.8pp | 528.60%-502.6pp | 217.08%-191.1pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,140 | $2,364-51.8% | $1,826-37.6% | $6,507-82.5% |
| Admin fee / account holder | $62 | $2,852-97.8% | $2,491-97.5% | $12,624-99.5% |