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 | $2,403 | $29,660-91.9% | $56,411-95.7% | $80,856-97.0% |
| Participation rate | 80.5% | 41.6%+38.8pp | 52.5%+28.0pp | 67.6%+12.8pp |
| Annual return | 15.82% | 35.23%-19.4pp | 1701.33%-1685.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $728 | $1,226-40.6% | $1,952-62.7% | $4,296-83.1% |
| Admin fee / account holder | $5 | $2,428-99.8% | $2,829-99.8% | $6,918-99.9% |