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 | $12,925 | $99,877-87.1% | $84,966-84.8% | $145,922-91.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.67% | 83.76%-69.1pp | 66.38%-51.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,585 | $3,231-51.0% | $2,727-41.9% | $4,660-66.0% |
| Participant deferral / active EE | $5,956 | $5,291+12.6% | $4,519+31.8% | $6,688-10.9% |
| Admin fee / account holder | $6 | $7,248-99.9% | $6,149-99.9% | $13,397-100.0% |