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 7-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 | $21,817 | $99,877-78.2% | $84,966-74.3% | $145,922-85.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.93% | 83.76%-69.8pp | 66.38%-52.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,479 | $3,231-23.3% | $2,727-9.1% | $4,660-46.8% |
| Participant deferral / active EE | $4,958 | $5,291-6.3% | $4,519+9.7% | $6,688-25.9% |
| Admin fee / account holder | $115 | $7,248-98.4% | $6,149-98.1% | $13,397-99.1% |