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 9-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 | $14,720 | $39,019-62.3% | $80,716-81.8% | $85,850-82.9% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 14.96% | 26.27%-11.3pp | 87.28%-72.3pp | 318.53%-303.6pp |
| Employer contribution / active EE | $500 | $722-30.8% | $1,160-56.9% | $2,565-80.5% |
| Participant deferral / active EE | $2,294 | $1,326+73.1% | $2,146+6.9% | $3,952-41.9% |
| Admin fee / account holder | $2 | $2,431-99.9% | $3,380-99.9% | $6,260-100.0% |