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 | $4,499 | $70,606-93.6% | $53,898-91.7% | $142,382-96.8% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 27.09% | 619.81%-592.7pp | 528.60%-501.5pp | 217.08%-190.0pp |
| Employer contribution / active EE | $395 | $1,202-67.1% | $932-57.6% | $4,299-90.8% |
| Participant deferral / active EE | $635 | $2,364-73.1% | $1,826-65.2% | $6,507-90.2% |
| Admin fee / account holder | $81 | $2,852-97.1% | $2,491-96.7% | $12,624-99.4% |