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 | $24,871 | $109,327-77.3% | $89,391-72.2% | $158,922-84.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 34.26% | 345.68%-311.4pp | 245.62%-211.4pp | 302.83%-268.6pp |
| Employer contribution / active EE | $318 | $3,170-90.0% | $2,586-87.7% | $4,761-93.3% |
| Participant deferral / active EE | $4,713 | $4,598+2.5% | $3,890+21.2% | $5,982-21.2% |
| Admin fee / account holder | $169 | $6,153-97.3% | $4,881-96.5% | $11,246-98.5% |