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 | $17,044 | $84,233-79.8% | $170,442-90.0% | $70,131-75.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.06% | 23.06%-6.0pp | 205.93%-188.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $956 | $3,387-71.8% | $5,433-82.4% | $2,342-59.2% |
| Participant deferral / active EE | $3,407 | $3,086+10.4% | $4,939-31.0% | $3,332+2.3% |
| Admin fee / account holder | $219 | $5,698-96.2% | $13,880-98.4% | $4,645-95.3% |