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 | $5,642 | $70,756-92.0% | $65,493-91.4% | $142,382-96.0% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.1%-10.1pp |
| Annual return | 28.35% | 1754.89%-1726.5pp | 982.45%-954.1pp | 217.08%-188.7pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,807 | $4,637-61.0% | $3,961-54.4% | $6,507-72.2% |
| Admin fee / account holder | $25 | $6,559-99.6% | $5,028-99.5% | $12,624-99.8% |