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 | $2,103 | $22,587-90.7% | $65,255-96.8% | $75,163-97.2% |
| Participation rate | 91.5% | 63.1%+28.4pp | 65.0%+26.6pp | 67.2%+24.3pp |
| Annual return | 0.00% | 71.03%-71.0pp | 47.35%-47.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $713 | $941-24.2% | $1,691-57.8% | $2,670-73.3% |
| Participant deferral / active EE | $2,138 | $1,695+26.1% | $2,831-24.5% | $4,125-48.2% |
| Admin fee / account holder | $8 | $1,876-99.6% | $4,112-99.8% | $5,651-99.9% |