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 10-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 | $2,813 | $30,400-90.7% | $53,898-94.8% | $84,808-96.7% |
| Participation rate | 81.4% | 46.4%+35.0pp | 55.0%+26.4pp | 68.3%+13.1pp |
| Annual return | 22.67% | 500.19%-477.5pp | 528.60%-505.9pp | 40.90%-18.2pp |
| Employer contribution / active EE | $192 | $603-68.1% | $932-79.4% | $2,631-92.7% |
| Participant deferral / active EE | $381 | $1,199-68.2% | $1,826-79.1% | $4,212-90.9% |
| Admin fee / account holder | $24 | $1,993-98.8% | $2,491-99.0% | $7,344-99.7% |