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 | $23,006 | $52,681-56.3% | $75,781-69.6% | $59,632-61.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 47.33% | 2.95%+44.4pp | 9.68%+37.6pp | 2041.28%-1994.0pp |
| Employer contribution / active EE | $1,999 | $2,193-8.9% | $3,323-39.9% | $2,203-9.3% |
| Participant deferral / active EE | $2,144 | $2,591-17.2% | $3,651-41.3% | $3,192-32.8% |
| Admin fee / account holder | $31 | $3,610-99.1% | $5,299-99.4% | $4,297-99.3% |