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 | $2,394 | $81,625-97.1% | $58,482-95.9% | $139,434-98.3% |
| Participation rate | 70.0% | 61.3%+8.7pp | 50.9%+19.1pp | 80.3%-10.3pp |
| Annual return | 37.99% | 7404.20%-7366.2pp | 4239.32%-4201.3pp | 372.94%-335.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,061 | $2,557-58.5% | $1,924-44.9% | $6,710-84.2% |
| Admin fee / account holder | $18 | $3,265-99.4% | $2,516-99.3% | $11,403-99.8% |