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 6-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 | $13,728 | $111,724-87.7% | $93,606-85.3% | $145,922-90.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.54% | 202.98%-189.4pp | 133.20%-119.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $976 | $3,090-68.4% | $2,420-59.7% | $4,660-79.0% |
| Participant deferral / active EE | $2,013 | $4,912-59.0% | $4,411-54.4% | $6,688-69.9% |
| Admin fee / account holder | $53 | $10,250-99.5% | $8,285-99.4% | $13,397-99.6% |