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 | $1,916 | $76,738-97.5% | $56,411-96.6% | $145,922-98.7% |
| Participation rate | 76.5% | 63.2%+13.3pp | 52.5%+24.0pp | 80.3%-3.8pp |
| Annual return | 11.59% | 2994.23%-2982.6pp | 1701.33%-1689.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $820 | $2,623-68.7% | $1,952-58.0% | $6,688-87.7% |
| Admin fee / account holder | $29 | $3,334-99.1% | $2,829-99.0% | $13,397-99.8% |