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 | $4,885 | $70,606-93.1% | $53,898-90.9% | $142,382-96.6% |
| Participation rate | 82.6% | 63.7%+18.9pp | 55.0%+27.6pp | 80.1%+2.5pp |
| Annual return | 21.60% | 619.81%-598.2pp | 528.60%-507.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,392 | $2,364-41.1% | $1,826-23.8% | $6,507-78.6% |
| Admin fee / account holder | $24 | $2,852-99.2% | $2,491-99.0% | $12,624-99.8% |