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 | $17,910 | $96,484-81.4% | $75,886-76.4% | $152,861-88.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 23.23% | 33.98%-10.8pp | 30.76%-7.5pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,906 | $3,309-12.2% | $2,500+16.2% | $4,762-39.0% |
| Participant deferral / active EE | $1,197 | $4,553-73.7% | $3,603-66.8% | $5,850-79.5% |
| Admin fee / account holder | $16 | $8,078-99.8% | $5,418-99.7% | $11,596-99.9% |