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 | $2,198 | $81,625-97.3% | $58,482-96.2% | $139,434-98.4% |
| Participation rate | 85.0% | 61.3%+23.7pp | 50.9%+34.1pp | 80.3%+4.7pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $649 | $1,398-53.6% | $1,053-38.4% | $4,751-86.3% |
| Participant deferral / active EE | $1,134 | $2,557-55.7% | $1,924-41.1% | $6,710-83.1% |
| Admin fee / account holder | $7 | $3,265-99.8% | $2,516-99.7% | $11,403-99.9% |