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 | $18,558 | $114,381-83.8% | $107,525-82.7% | $142,382-87.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 26.18% | 242.71%-216.5pp | 181.32%-155.1pp | 217.08%-190.9pp |
| Employer contribution / active EE | $2,857 | $4,015-28.8% | $3,754-23.9% | $4,299-33.5% |
| Participant deferral / active EE | $5,635 | $5,564+1.3% | $5,116+10.1% | $6,507-13.4% |
| Admin fee / account holder | $168 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |