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 | $27,746 | $111,754-75.2% | $103,333-73.1% | $145,922-81.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.54% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,958 | $4,212-53.5% | $3,868-49.4% | $4,660-58.0% |
| Participant deferral / active EE | $2,439 | $5,619-56.6% | $5,057-51.8% | $6,688-63.5% |
| Admin fee / account holder | $77 | $9,750-99.2% | $8,355-99.1% | $13,397-99.4% |