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 6-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 | $1,585 | $30,400-94.8% | $53,898-97.1% | $84,808-98.1% |
| Participation rate | 82.9% | 46.4%+36.5pp | 55.0%+28.0pp | 68.3%+14.6pp |
| Annual return | 15.83% | 500.19%-484.4pp | 528.60%-512.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $383 | $1,199-68.0% | $1,826-79.0% | $4,212-90.9% |
| Admin fee / account holder | $217 | $1,993-89.1% | $2,491-91.3% | $7,344-97.0% |