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 5-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 | $22,616 | $111,724-79.8% | $93,606-75.8% | $145,922-84.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.98% | 202.98%-191.0pp | 133.20%-121.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,673 | $3,090-45.8% | $2,420-30.9% | $4,660-64.1% |
| Participant deferral / active EE | $4,936 | $4,912+0.5% | $4,411+11.9% | $6,688-26.2% |
| Admin fee / account holder | $126 | $10,250-98.8% | $8,285-98.5% | $13,397-99.1% |