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 | $26,798 | $114,381-76.6% | $107,525-75.1% | $142,382-81.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.35% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,444 | $4,015-64.0% | $3,754-61.5% | $4,299-66.4% |
| Participant deferral / active EE | $3,967 | $5,564-28.7% | $5,116-22.5% | $6,507-39.0% |
| Admin fee / account holder | $21 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |