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 | $3,880 | $30,400-87.2% | $53,898-92.8% | $84,808-95.4% |
| Participation rate | 98.2% | 46.4%+51.8pp | 55.0%+43.3pp | 68.3%+29.9pp |
| Annual return | 26.68% | 500.19%-473.5pp | 528.60%-501.9pp | 40.90%-14.2pp |
| Employer contribution / active EE | $854 | $603+41.6% | $932-8.4% | $2,631-67.6% |
| Participant deferral / active EE | $672 | $1,199-43.9% | $1,826-63.2% | $4,212-84.0% |
| Admin fee / account holder | $106 | $1,993-94.7% | $2,491-95.7% | $7,344-98.6% |