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 | $18,487 | $111,724-83.5% | $93,606-80.3% | $145,922-87.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.63% | 202.98%-187.4pp | 133.20%-117.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,795 | $3,090-41.9% | $2,420-25.8% | $4,660-61.5% |
| Participant deferral / active EE | $1,858 | $4,912-62.2% | $4,411-57.9% | $6,688-72.2% |
| Admin fee / account holder | $20 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |