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 | $17,675 | $210,648-91.6% | $177,989-90.1% | $145,922-87.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.86% | 385.86%-372.0pp | 294.48%-280.6pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,370 | $4,565-70.0% | $3,949-65.3% | $4,660-70.6% |
| Participant deferral / active EE | $3,944 | $6,958-43.3% | $6,276-37.2% | $6,688-41.0% |
| Admin fee / account holder | $81 | $12,013-99.3% | $10,363-99.2% | $13,397-99.4% |