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 | $17,521 | $159,901-89.0% | $146,958-88.1% | $145,922-88.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.04% | 98.13%-65.1pp | 418.34%-385.3pp | 561.29%-528.2pp |
| Employer contribution / active EE | $1,462 | $5,286-72.3% | $4,933-70.4% | $4,660-68.6% |
| Participant deferral / active EE | $9,907 | $8,428+17.5% | $8,070+22.8% | $6,688+48.1% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |