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 | $27,708 | $76,738-63.9% | $56,411-50.9% | $145,922-81.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.52% | 2994.23%-2979.7pp | 1701.33%-1686.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $120 | $1,380-91.3% | $1,039-88.4% | $4,660-97.4% |
| Participant deferral / active EE | $450 | $2,623-82.8% | $1,952-76.9% | $6,688-93.3% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |