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 | $22,598 | $140,940-84.0% | $112,229-79.9% | $139,434-83.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.01% | 32.71%-15.7pp | 30.20%-13.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,367 | $4,283-68.1% | $3,430-60.2% | $4,751-71.2% |
| Participant deferral / active EE | $1,669 | $5,874-71.6% | $4,798-65.2% | $6,710-75.1% |
| Admin fee / account holder | $104 | $9,954-99.0% | $7,748-98.7% | $11,403-99.1% |