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 | $4,150 | $29,660-86.0% | $56,411-92.6% | $80,856-94.9% |
| Participation rate | 76.9% | 41.6%+35.3pp | 52.5%+24.5pp | 67.6%+9.3pp |
| Annual return | 13.34% | 35.23%-21.9pp | 1701.33%-1688.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,567 | $1,226+27.9% | $1,952-19.7% | $4,296-63.5% |
| Admin fee / account holder | $272 | $2,428-88.8% | $2,829-90.4% | $6,918-96.1% |