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 | $28,358 | $114,381-75.2% | $107,525-73.6% | $142,382-80.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 26.10% | 242.71%-216.6pp | 181.32%-155.2pp | 217.08%-191.0pp |
| Employer contribution / active EE | $4,001 | $4,015-0.4% | $3,754+6.6% | $4,299-6.9% |
| Participant deferral / active EE | $4,672 | $5,564-16.0% | $5,116-8.7% | $6,507-28.2% |
| Admin fee / account holder | $99 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |