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 7-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 | $24,648 | $155,788-84.2% | $124,672-80.2% | $167,490-85.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 15.58% | 17.97%-2.4pp | 5142.93%-5127.4pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,603 | $4,163-37.5% | $3,324-21.7% | $4,837-46.2% |
| Participant deferral / active EE | $4,450 | $5,673-21.6% | $4,614-3.6% | $6,341-29.8% |
| Admin fee / account holder | $96 | $9,531-99.0% | $7,493-98.7% | $12,309-99.2% |