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 | $9,419 | $39,019-75.9% | $80,716-88.3% | $85,850-89.0% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $970 | $722+34.3% | $1,160-16.4% | $2,565-62.2% |
| Participant deferral / active EE | $1,012 | $1,326-23.6% | $2,146-52.8% | $3,952-74.4% |
| Admin fee / account holder | $231 | $2,431-90.5% | $3,380-93.2% | $6,260-96.3% |