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 | $25,388 | $76,000-66.6% | $154,107-83.5% | $64,186-60.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 9.49% | 30.32%-20.8pp | 735.12%-725.6pp | 7.63%+1.9pp |
| Employer contribution / active EE | $1,533 | $3,351-54.3% | $5,298-71.1% | $2,381-35.6% |
| Participant deferral / active EE | $2,113 | $3,175-33.5% | $5,081-58.4% | $3,470-39.1% |
| Admin fee / account holder | $107 | $5,596-98.1% | $13,411-99.2% | $4,888-97.8% |