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 | $2,610 | $76,738-96.6% | $56,411-95.4% | $145,922-98.2% |
| Participation rate | 81.8% | 63.2%+18.6pp | 52.5%+29.4pp | 80.3%+1.5pp |
| Annual return | 14.73% | 2994.23%-2979.5pp | 1701.33%-1686.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $680 | $1,380-50.7% | $1,039-34.5% | $4,660-85.4% |
| Participant deferral / active EE | $680 | $2,623-74.1% | $1,952-65.2% | $6,688-89.8% |
| Admin fee / account holder | $30 | $3,334-99.1% | $2,829-98.9% | $13,397-99.8% |