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 6-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 | $24,992 | $70,606-64.6% | $53,898-53.6% | $142,382-82.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.04% | 619.81%-601.8pp | 528.60%-510.6pp | 217.08%-199.0pp |
| Employer contribution / active EE | $693 | $1,202-42.3% | $932-25.6% | $4,299-83.9% |
| Participant deferral / active EE | $2,080 | $2,364-12.0% | $1,826+13.9% | $6,507-68.0% |
| Admin fee / account holder | $97 | $2,852-96.6% | $2,491-96.1% | $12,624-99.2% |