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 9-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 | $26,000 | $92,703-72.0% | $82,719-68.6% | $134,475-80.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 4.03% | 944.92%-940.9pp | 701.18%-697.1pp | 417.96%-413.9pp |
| Employer contribution / active EE | $2,944 | $3,274-10.1% | $3,009-2.2% | $4,740-37.9% |
| Participant deferral / active EE | $4,582 | $4,802-4.6% | $4,395+4.2% | $6,400-28.4% |
| Admin fee / account holder | $12 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |