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 | $16,959 | $70,606-76.0% | $53,898-68.5% | $142,382-88.1% |
| Participation rate | 91.7% | 63.7%+28.0pp | 55.0%+36.7pp | 80.1%+11.5pp |
| Annual return | 18.29% | 619.81%-601.5pp | 528.60%-510.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $785 | $1,202-34.7% | $932-15.8% | $4,299-81.7% |
| Participant deferral / active EE | $254 | $2,364-89.2% | $1,826-86.1% | $6,507-96.1% |
| Admin fee / account holder | $295 | $2,852-89.7% | $2,491-88.2% | $12,624-97.7% |