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 | $23,048 | $106,890-78.4% | $84,015-72.6% | $152,861-84.9% |
| Participation rate | 95.5% | 75.2%+20.2pp | 69.0%+26.4pp | 82.4%+13.0pp |
| Annual return | 12.24% | 104.99%-92.7pp | 71.31%-59.1pp | 345.32%-333.1pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,484 | $4,011-13.1% | $3,239+7.6% | $5,850-40.4% |
| Admin fee / account holder | $171 | $8,285-97.9% | $6,101-97.2% | $11,596-98.5% |