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 | $10,818 | $95,266-88.6% | $82,389-86.9% | $142,382-92.4% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.5%-69.5pp | 80.1%-80.1pp |
| Annual return | 39.01% | 25.74%+13.3pp | 28.67%+10.3pp | 217.08%-178.1pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $224 | $8,563-97.4% | $7,231-96.9% | $12,624-98.2% |