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 | $14,995 | $109,327-86.3% | $89,391-83.2% | $158,922-90.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.67% | 345.68%-333.0pp | 245.62%-232.9pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,270 | $3,170-59.9% | $2,586-50.9% | $4,761-73.3% |
| Participant deferral / active EE | $4,053 | $4,598-11.9% | $3,890+4.2% | $5,982-32.3% |
| Admin fee / account holder | $149 | $6,153-97.6% | $4,881-96.9% | $11,246-98.7% |