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 | $1,463 | $81,625-98.2% | $58,482-97.5% | $139,434-99.0% |
| Participation rate | 73.3% | 61.3%+12.0pp | 50.9%+22.5pp | 80.3%-7.0pp |
| Annual return | 77.68% | 7404.20%-7326.5pp | 4239.32%-4161.6pp | 372.94%-295.3pp |
| Employer contribution / active EE | $441 | $1,398-68.5% | $1,053-58.1% | $4,751-90.7% |
| Participant deferral / active EE | $463 | $2,557-81.9% | $1,924-75.9% | $6,710-93.1% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |