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 | $20,858 | $90,348-76.9% | $75,972-72.5% | $145,922-85.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.44% | 620.88%-607.4pp | 359.55%-346.1pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,776 | $3,311-46.3% | $2,685-33.8% | $4,660-61.9% |
| Participant deferral / active EE | $3,754 | $5,162-27.3% | $4,255-11.8% | $6,688-43.9% |
| Admin fee / account holder | $123 | $8,467-98.6% | $6,467-98.1% | $13,397-99.1% |