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 10-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 | $17,488 | $158,398-89.0% | $126,539-86.2% | $142,382-87.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.52% | 593.76%-582.2pp | 425.95%-414.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,706 | $4,650-63.3% | $3,674-53.6% | $4,299-60.3% |
| Participant deferral / active EE | $7,593 | $4,767+59.3% | $4,083+86.0% | $6,507+16.7% |
| Admin fee / account holder | $203 | $6,918-97.1% | $6,065-96.7% | $12,624-98.4% |