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 | $3,971 | $70,606-94.4% | $53,898-92.6% | $142,382-97.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 22.04% | 619.81%-597.8pp | 528.60%-506.6pp | 217.08%-195.0pp |
| Employer contribution / active EE | $659 | $1,202-45.2% | $932-29.3% | $4,299-84.7% |
| Participant deferral / active EE | $755 | $2,364-68.1% | $1,826-58.7% | $6,507-88.4% |
| Admin fee / account holder | $23 | $2,852-99.2% | $2,491-99.1% | $12,624-99.8% |