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 | $23,380 | $114,047-79.5% | $96,139-75.7% | $167,490-86.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.92% | 189.88%-178.0pp | 191.94%-180.0pp | 478.56%-466.6pp |
| Employer contribution / active EE | $2,365 | $3,427-31.0% | $2,797-15.4% | $4,837-51.1% |
| Participant deferral / active EE | $7,600 | $5,194+46.3% | $4,349+74.8% | $6,341+19.9% |
| Admin fee / account holder | $17 | $6,897-99.8% | $5,537-99.7% | $12,309-99.9% |