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 9-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 | $25,797 | $165,335-84.4% | $149,696-82.8% | $158,922-83.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.36% | 348.15%-329.8pp | 276.60%-258.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,728 | $5,103-66.1% | $4,644-62.8% | $4,761-63.7% |
| Participant deferral / active EE | $4,480 | $7,181-37.6% | $6,842-34.5% | $5,982-25.1% |
| Admin fee / account holder | $88 | $10,807-99.2% | $9,309-99.1% | $11,246-99.2% |