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 | $13,589 | $109,817-87.6% | $98,442-86.2% | $167,490-91.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.15% | 1956.69%-1939.5pp | 1492.73%-1475.6pp | 478.56%-461.4pp |
| Employer contribution / active EE | $3,504 | $3,224+8.7% | $2,960+18.4% | $4,837-27.6% |
| Participant deferral / active EE | $1,963 | $4,673-58.0% | $4,276-54.1% | $6,341-69.0% |
| Admin fee / account holder | $93 | $6,753-98.6% | $5,949-98.4% | $12,309-99.2% |