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 | $1,238 | $76,738-98.4% | $56,411-97.8% | $145,922-99.2% |
| Participation rate | 78.6% | 63.2%+15.4pp | 52.5%+26.1pp | 80.3%-1.7pp |
| Annual return | 48.37% | 2994.23%-2945.9pp | 1701.33%-1653.0pp | 561.29%-512.9pp |
| Employer contribution / active EE | $362 | $1,380-73.8% | $1,039-65.2% | $4,660-92.2% |
| Participant deferral / active EE | $468 | $2,623-82.1% | $1,952-76.0% | $6,688-93.0% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |