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 8-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 | $29,569 | $110,502-73.2% | $80,716-63.4% | $167,490-82.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.20% | 120.54%-108.3pp | 87.28%-75.1pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,085 | $1,543-29.7% | $1,160-6.5% | $4,837-77.6% |
| Participant deferral / active EE | $11,532 | $2,871+301.7% | $2,146+437.5% | $6,341+81.9% |
| Admin fee / account holder | $251 | $4,545-94.5% | $3,380-92.6% | $12,309-98.0% |