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 10-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 | $24,222 | $85,766-71.8% | $136,294-82.2% | $70,131-65.5% |
| Participation rate | 89.3% | 74.2%+15.1pp | 81.9%+7.4pp | 69.5%+19.7pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,888 | $2,966-36.3% | $4,695-59.8% | $2,342-19.4% |
| Participant deferral / active EE | $3,294 | $5,051-34.8% | $6,247-47.3% | $3,332-1.1% |
| Admin fee / account holder | $101 | $5,420-98.1% | $9,243-98.9% | $4,645-97.8% |