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 | $16,274 | $84,233-80.7% | $170,442-90.5% | $70,131-76.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.69% | 23.06%-7.4pp | 205.93%-190.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $462 | $3,387-86.4% | $5,433-91.5% | $2,342-80.3% |
| Participant deferral / active EE | $933 | $3,086-69.8% | $4,939-81.1% | $3,332-72.0% |
| Admin fee / account holder | $8 | $5,698-99.9% | $13,880-99.9% | $4,645-99.8% |