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 3-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 | $27,856 | $179,726-84.5% | $156,263-82.2% | $142,382-80.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 33.15% | 77.86%-44.7pp | 59.47%-26.3pp | 217.08%-183.9pp |
| Employer contribution / active EE | $4,999 | $5,069-1.4% | $4,333+15.4% | $4,299+16.3% |
| Participant deferral / active EE | $14,364 | $6,956+106.5% | $6,158+133.2% | $6,507+120.7% |
| Admin fee / account holder | $180 | $17,272-99.0% | $14,255-98.7% | $12,624-98.6% |