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 4-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 | $1,978 | $30,400-93.5% | $53,898-96.3% | $84,808-97.7% |
| Participation rate | 77.0% | 46.4%+30.6pp | 55.0%+22.1pp | 68.3%+8.7pp |
| Annual return | 19.75% | 500.19%-480.4pp | 528.60%-508.9pp | 40.90%-21.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $624 | $1,199-48.0% | $1,826-65.8% | $4,212-85.2% |
| Admin fee / account holder | $289 | $1,993-85.5% | $2,491-88.4% | $7,344-96.1% |