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 | $34,782 | $126,574-72.5% | $106,213-67.3% | $145,922-76.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.94% | 224.79%-214.9pp | 116.14%-106.2pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,572 | $3,730-31.1% | $3,171-18.9% | $4,660-44.8% |
| Participant deferral / active EE | $5,424 | $5,724-5.2% | $5,016+8.1% | $6,688-18.9% |
| Admin fee / account holder | $293 | $17,304-98.3% | $11,033-97.3% | $13,397-97.8% |