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 | $1,933 | $76,738-97.5% | $56,411-96.6% | $145,922-98.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 19.70% | 2994.23%-2974.5pp | 1701.33%-1681.6pp | 561.29%-541.6pp |
| Employer contribution / active EE | $731 | $1,380-47.0% | $1,039-29.6% | $4,660-84.3% |
| Participant deferral / active EE | $764 | $2,623-70.9% | $1,952-60.8% | $6,688-88.6% |
| Admin fee / account holder | $15 | $3,334-99.6% | $2,829-99.5% | $13,397-99.9% |