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 | $21,375 | $105,998-79.8% | $92,233-76.8% | $147,584-85.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.98% | 50.05%-34.1pp | 176.28%-160.3pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,415 | $4,333-67.3% | $3,679-61.5% | $4,876-71.0% |
| Participant deferral / active EE | $3,586 | $4,478-19.9% | $3,897-8.0% | $5,439-34.1% |
| Admin fee / account holder | $284 | $6,332-95.5% | $5,194-94.5% | $10,885-97.4% |