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 6-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 | $19,215 | $117,841-83.7% | $102,423-81.2% | $145,922-86.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.34% | 31.65%-19.3pp | 29.32%-17.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,575 | $3,615-28.8% | $3,023-14.8% | $4,660-44.7% |
| Participant deferral / active EE | $2,542 | $5,731-55.6% | $5,053-49.7% | $6,688-62.0% |
| Admin fee / account holder | $91 | $13,326-99.3% | $9,451-99.0% | $13,397-99.3% |