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 | $21,797 | $63,346-65.6% | $92,233-76.4% | $70,131-68.9% |
| Participation rate | 93.8% | 68.7%+25.1pp | 76.5%+17.3pp | 69.5%+24.2pp |
| Annual return | 16.67% | 530.12%-513.4pp | 176.28%-159.6pp | 73.14%-56.5pp |
| Employer contribution / active EE | $6,842 | $2,471+176.9% | $3,679+86.0% | $2,342+192.1% |
| Participant deferral / active EE | $2,886 | $2,854+1.1% | $3,897-25.9% | $3,332-13.4% |
| Admin fee / account holder | $113 | $3,840-97.1% | $5,194-97.8% | $4,645-97.6% |