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 10-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 | $18,002 | $90,503-80.1% | $78,689-77.1% | $273,961-93.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.13% | 75.60%-67.5pp | 62.18%-54.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $853 | $3,176-73.1% | $2,851-70.1% | $4,869-82.5% |
| Participant deferral / active EE | $1,037 | $3,901-73.4% | $3,517-70.5% | $5,287-80.4% |
| Admin fee / account holder | $297 | $5,263-94.4% | $4,510-93.4% | $10,132-97.1% |