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 | $29,889 | $118,450-74.8% | $98,439-69.6% | $139,434-78.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.47% | 18.94%-0.5pp | 21.16%-2.7pp | 372.94%-354.5pp |
| Employer contribution / active EE | $4,050 | $3,609+12.2% | $3,048+32.9% | $4,751-14.8% |
| Participant deferral / active EE | $4,050 | $5,392-24.9% | $4,738-14.5% | $6,710-39.6% |
| Admin fee / account holder | $103 | $14,026-99.3% | $8,948-98.9% | $11,403-99.1% |