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 | $4,570 | $30,400-85.0% | $53,898-91.5% | $84,808-94.6% |
| Participation rate | 74.1% | 46.4%+27.6pp | 55.0%+19.1pp | 68.3%+5.8pp |
| Annual return | 22.38% | 500.19%-477.8pp | 528.60%-506.2pp | 40.90%-18.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,332 | $1,199+11.1% | $1,826-27.1% | $4,212-68.4% |
| Admin fee / account holder | $180 | $1,993-91.0% | $2,491-92.8% | $7,344-97.5% |