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 4-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 | $24,268 | $114,381-78.8% | $107,525-77.4% | $142,382-83.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.46% | 242.71%-218.2pp | 181.32%-156.9pp | 217.08%-192.6pp |
| Employer contribution / active EE | $3,061 | $4,015-23.8% | $3,754-18.5% | $4,299-28.8% |
| Participant deferral / active EE | $3,713 | $5,564-33.3% | $5,116-27.4% | $6,507-42.9% |
| Admin fee / account holder | $17 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |