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 7-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 | $18,779 | $81,632-77.0% | $70,449-73.3% | $158,922-88.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 22.12% | 208.40%-186.3pp | 109.03%-86.9pp | 302.83%-280.7pp |
| Employer contribution / active EE | $374 | $3,217-88.4% | $2,737-86.4% | $4,761-92.2% |
| Participant deferral / active EE | $1,843 | $4,554-59.5% | $3,709-50.3% | $5,982-69.2% |
| Admin fee / account holder | $71 | $6,193-98.9% | $3,845-98.2% | $11,246-99.4% |