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 5-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 | $12,081 | $114,047-89.4% | $96,139-87.4% | $167,490-92.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $960 | $3,427-72.0% | $2,797-65.7% | $4,837-80.2% |
| Participant deferral / active EE | $11,040 | $5,194+112.6% | $4,349+153.9% | $6,341+74.1% |
| Admin fee / account holder | $3 | $6,897-100.0% | $5,537-99.9% | $12,309-100.0% |