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 | $9,529 | $108,642-91.2% | $74,701-87.2% | $152,861-93.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 18.14% | 114.06%-95.9pp | 752.92%-734.8pp | 345.32%-327.2pp |
| Employer contribution / active EE | $794 | $1,503-47.2% | $1,084-26.7% | $4,762-83.3% |
| Participant deferral / active EE | $1,111 | $2,712-59.0% | $1,964-43.4% | $5,850-81.0% |
| Admin fee / account holder | $276 | $4,902-94.4% | $3,333-91.7% | $11,596-97.6% |