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 | $27,035 | $74,888-63.9% | $71,209-62.0% | $142,382-81.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.37% | 345.14%-328.8pp | 282.51%-266.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $806 | $2,854-71.8% | $2,721-70.4% | $4,299-81.3% |
| Participant deferral / active EE | $4,309 | $4,454-3.3% | $4,175+3.2% | $6,507-33.8% |
| Admin fee / account holder | $5 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |