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 9-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 | $23,621 | $157,256-85.0% | $141,162-83.3% | $152,861-84.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.90% | 64.32%-35.4pp | 71.39%-42.5pp | 345.32%-316.4pp |
| Employer contribution / active EE | $2,270 | $5,261-56.8% | $4,735-52.1% | $4,762-52.3% |
| Participant deferral / active EE | $5,467 | $7,109-23.1% | $6,709-18.5% | $5,850-6.5% |
| Admin fee / account holder | $80 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |