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 | $17,276 | $97,044-82.2% | $83,333-79.3% | $135,375-87.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 55.63% | 12.31%+43.3pp | 10.63%+45.0pp | 519.73%-464.1pp |
| Employer contribution / active EE | $904 | $4,143-78.2% | $3,379-73.3% | $4,779-81.1% |
| Participant deferral / active EE | $2,018 | $5,964-66.2% | $5,565-63.7% | $5,609-64.0% |
| Admin fee / account holder | $3 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |