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 | $18,551 | $95,416-80.6% | $185,823-90.0% | $85,850-78.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.94% | 23.59%-10.6pp | 122.05%-109.1pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,726 | $3,314-47.9% | $5,167-66.6% | $2,565-32.7% |
| Participant deferral / active EE | $2,737 | $3,423-20.0% | $5,568-50.8% | $3,952-30.7% |
| Admin fee / account holder | $138 | $7,213-98.1% | $16,237-99.1% | $6,260-97.8% |