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 9-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 | $18,061 | $102,966-82.5% | $90,281-80.0% | $152,861-88.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.09% | 95.16%-82.1pp | 78.10%-65.0pp | 345.32%-332.2pp |
| Employer contribution / active EE | $1,938 | $3,139-38.3% | $2,854-32.1% | $4,762-59.3% |
| Participant deferral / active EE | $2,797 | $4,281-34.7% | $3,885-28.0% | $5,850-52.2% |
| Admin fee / account holder | $56 | $6,171-99.1% | $5,351-99.0% | $11,596-99.5% |