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 4-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 | $17,239 | $107,334-83.9% | $92,893-81.4% | $152,861-88.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.88% | 145.58%-122.7pp | 109.41%-86.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,800 | $4,221-57.4% | $3,653-50.7% | $4,762-62.2% |
| Participant deferral / active EE | $3,850 | $4,845-20.5% | $4,236-9.1% | $5,850-34.2% |
| Admin fee / account holder | $67 | $7,079-99.1% | $5,794-98.8% | $11,596-99.4% |