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 4-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 | $26,896 | $76,738-65.0% | $56,411-52.3% | $145,922-81.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.54% | 2994.23%-2979.7pp | 1701.33%-1686.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,640 | $1,380+91.3% | $1,039+154.2% | $4,660-43.3% |
| Participant deferral / active EE | $5,140 | $2,623+96.0% | $1,952+163.3% | $6,688-23.1% |
| Admin fee / account holder | $97 | $3,334-97.1% | $2,829-96.6% | $13,397-99.3% |