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 | $14,856 | $110,502-86.6% | $80,716-81.6% | $167,490-91.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 19.98% | 120.54%-100.6pp | 87.28%-67.3pp | 478.56%-458.6pp |
| Employer contribution / active EE | $1,347 | $1,543-12.7% | $1,160+16.1% | $4,837-72.1% |
| Participant deferral / active EE | $3,894 | $2,871+35.7% | $2,146+81.5% | $6,341-38.6% |
| Admin fee / account holder | $53 | $4,545-98.8% | $3,380-98.4% | $12,309-99.6% |