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 | $25,814 | $100,773-74.4% | $88,946-71.0% | $142,382-81.9% |
| Participation rate | 94.1% | 74.3%+19.8pp | 68.8%+25.3pp | 80.1%+14.0pp |
| Annual return | 23.23% | 70.18%-46.9pp | 57.82%-34.6pp | 217.08%-193.8pp |
| Employer contribution / active EE | $2,307 | $2,918-20.9% | $2,555-9.7% | $4,299-46.3% |
| Participant deferral / active EE | $4,143 | $5,230-20.8% | $4,581-9.6% | $6,507-36.3% |
| Admin fee / account holder | $30 | $9,693-99.7% | $8,261-99.6% | $12,624-99.8% |