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 | $1,709 | $30,400-94.4% | $53,898-96.8% | $84,808-98.0% |
| Participation rate | 92.0% | 46.4%+45.6pp | 55.0%+37.0pp | 68.3%+23.7pp |
| Annual return | 21.01% | 500.19%-479.2pp | 528.60%-507.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $502 | $1,199-58.1% | $1,826-72.5% | $4,212-88.1% |
| Admin fee / account holder | $236 | $1,993-88.2% | $2,491-90.5% | $7,344-96.8% |