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 | $27,764 | $110,502-74.9% | $80,716-65.6% | $167,490-83.4% |
| Participation rate | 94.4% | 64.0%+30.5pp | 54.2%+40.3pp | 82.1%+12.3pp |
| Annual return | 9.38% | 120.54%-111.2pp | 87.28%-77.9pp | 478.56%-469.2pp |
| Employer contribution / active EE | $56 | $1,543-96.4% | $1,160-95.2% | $4,837-98.9% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $2,146-100.0% | $6,341-100.0% |
| Admin fee / account holder | $130 | $4,545-97.1% | $3,380-96.2% | $12,309-98.9% |