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 | $16,787 | $114,047-85.3% | $96,139-82.5% | $167,490-90.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 8.60% | 189.88%-181.3pp | 191.94%-183.3pp | 478.56%-470.0pp |
| Employer contribution / active EE | $10,545 | $3,427+207.7% | $2,797+277.0% | $4,837+118.0% |
| Participant deferral / active EE | $2,891 | $5,194-44.3% | $4,349-33.5% | $6,341-54.4% |
| Admin fee / account holder | $221 | $6,897-96.8% | $5,537-96.0% | $12,309-98.2% |