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 | $22,072 | $115,770-80.9% | $101,248-78.2% | $158,922-86.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.94% | 56.14%-45.2pp | 46.47%-35.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,562 | $4,175-62.6% | $3,660-57.3% | $4,761-67.2% |
| Participant deferral / active EE | $3,881 | $4,957-21.7% | $4,370-11.2% | $5,982-35.1% |
| Admin fee / account holder | $144 | $7,245-98.0% | $5,945-97.6% | $11,246-98.7% |