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 | $28,334 | $93,571-69.7% | $135,903-79.2% | $75,163-62.3% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $5,525 | $3,537+56.2% | $4,856+13.8% | $2,670+106.9% |
| Participant deferral / active EE | $8,765 | $6,404+36.9% | $7,758+13.0% | $4,125+112.5% |
| Admin fee / account holder | $127 | $6,975-98.2% | $10,762-98.8% | $5,651-97.7% |