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 | $1,140 | $70,606-98.4% | $53,898-97.9% | $142,382-99.2% |
| Participation rate | 76.2% | 63.7%+12.5pp | 55.0%+21.2pp | 80.1%-3.9pp |
| Annual return | 16.38% | 619.81%-603.4pp | 528.60%-512.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $559 | $2,364-76.4% | $1,826-69.4% | $6,507-91.4% |
| Admin fee / account holder | $120 | $2,852-95.8% | $2,491-95.2% | $12,624-99.0% |