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 | $2,093 | $70,606-97.0% | $53,898-96.1% | $142,382-98.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 23.38% | 619.81%-596.4pp | 528.60%-505.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $334 | $1,202-72.2% | $932-64.2% | $4,299-92.2% |
| Participant deferral / active EE | $657 | $2,364-72.2% | $1,826-64.0% | $6,507-89.9% |
| Admin fee / account holder | $6 | $2,852-99.8% | $2,491-99.7% | $12,624-99.9% |