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 | $1,656 | $70,606-97.7% | $53,898-96.9% | $142,382-98.8% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 28.80% | 619.81%-591.0pp | 528.60%-499.8pp | 217.08%-188.3pp |
| Employer contribution / active EE | $160 | $1,202-86.7% | $932-82.8% | $4,299-96.3% |
| Participant deferral / active EE | $466 | $2,364-80.3% | $1,826-74.5% | $6,507-92.8% |
| Admin fee / account holder | $33 | $2,852-98.8% | $2,491-98.7% | $12,624-99.7% |