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 | $3,034 | $76,738-96.0% | $56,411-94.6% | $145,922-97.9% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 20.94% | 2994.23%-2973.3pp | 1701.33%-1680.4pp | 561.29%-540.3pp |
| Employer contribution / active EE | $991 | $1,380-28.2% | $1,039-4.6% | $4,660-78.7% |
| Participant deferral / active EE | $1,271 | $2,623-51.5% | $1,952-34.9% | $6,688-81.0% |
| Admin fee / account holder | $299 | $3,334-91.0% | $2,829-89.4% | $13,397-97.8% |