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 | $11,896 | $27,915-57.4% | $58,482-79.7% | $75,163-84.2% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 21.87% | 44.20%-22.3pp | 4239.32%-4217.4pp | 160.62%-138.7pp |
| Employer contribution / active EE | $858 | $669+28.3% | $1,053-18.5% | $2,670-67.8% |
| Participant deferral / active EE | $1,956 | $1,201+62.8% | $1,924+1.7% | $4,125-52.6% |
| Admin fee / account holder | $2 | $1,726-99.9% | $2,516-99.9% | $5,651-100.0% |