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 4-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 | $11,908 | $74,888-84.1% | $71,209-83.3% | $142,382-91.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.37% | 345.14%-320.8pp | 282.51%-258.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $552 | $2,854-80.7% | $2,721-79.7% | $4,299-87.2% |
| Participant deferral / active EE | $3,250 | $4,454-27.0% | $4,175-22.2% | $6,507-50.1% |
| Admin fee / account holder | $156 | $5,568-97.2% | $5,349-97.1% | $12,624-98.8% |