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 | $10,973 | $69,207-84.1% | $64,056-82.9% | $139,434-92.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.95% | 45.88%-16.9pp | 33.69%-4.7pp | 372.94%-344.0pp |
| Employer contribution / active EE | $2,920 | $3,182-8.2% | $2,747+6.3% | $4,751-38.5% |
| Participant deferral / active EE | $3,237 | $4,682-30.9% | $3,880-16.6% | $6,710-51.8% |
| Admin fee / account holder | $58 | $4,244-98.6% | $3,068-98.1% | $11,403-99.5% |