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 8-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 | $20,993 | $165,912-87.3% | $122,332-82.8% | $147,584-85.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.82% | 34.55%-20.7pp | 30.27%-16.5pp | 578.55%-564.7pp |
| Employer contribution / active EE | $915 | $5,754-84.1% | $4,050-77.4% | $4,876-81.2% |
| Participant deferral / active EE | $11,200 | $4,005+179.6% | $3,287+240.8% | $5,439+105.9% |
| Admin fee / account holder | $35 | $7,424-99.5% | $5,478-99.4% | $10,885-99.7% |