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 7-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 | $15,916 | $121,625-86.9% | $104,607-84.8% | $158,922-90.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.67% | 465.26%-445.6pp | 340.46%-320.8pp | 302.83%-283.2pp |
| Employer contribution / active EE | $3,703 | $3,163+17.1% | $2,681+38.1% | $4,761-22.2% |
| Participant deferral / active EE | $3,911 | $4,177-6.4% | $3,740+4.6% | $5,982-34.6% |
| Admin fee / account holder | $72 | $7,787-99.1% | $6,473-98.9% | $11,246-99.4% |