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 | $23,454 | $109,327-78.5% | $89,391-73.8% | $158,922-85.2% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+9.0pp |
| Annual return | 15.36% | 345.68%-330.3pp | 245.62%-230.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,583 | $3,170-18.5% | $2,586-0.1% | $4,761-45.8% |
| Participant deferral / active EE | $3,750 | $4,598-18.4% | $3,890-3.6% | $5,982-37.3% |
| Admin fee / account holder | $140 | $6,153-97.7% | $4,881-97.1% | $11,246-98.8% |