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 5-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 | $25,843 | $210,648-87.7% | $177,989-85.5% | $145,922-82.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.57% | 385.86%-374.3pp | 294.48%-282.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,220 | $4,565-73.3% | $3,949-69.1% | $4,660-73.8% |
| Participant deferral / active EE | $6,100 | $6,958-12.3% | $6,276-2.8% | $6,688-8.8% |
| Admin fee / account holder | $106 | $12,013-99.1% | $10,363-99.0% | $13,397-99.2% |