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 | $16,679 | $115,770-85.6% | $101,248-83.5% | $158,922-89.5% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 23.42% | 56.14%-32.7pp | 46.47%-23.1pp | 302.83%-279.4pp |
| Employer contribution / active EE | $1,977 | $4,175-52.6% | $3,660-46.0% | $4,761-58.5% |
| Participant deferral / active EE | $3,231 | $4,957-34.8% | $4,370-26.1% | $5,982-46.0% |
| Admin fee / account holder | $14 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |