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 8-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 | $14,759 | $158,398-90.7% | $126,539-88.3% | $142,382-89.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.00% | 593.76%-576.8pp | 425.95%-408.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $68 | $4,650-98.5% | $3,674-98.2% | $4,299-98.4% |
| Participant deferral / active EE | $810 | $4,767-83.0% | $4,083-80.2% | $6,507-87.6% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |