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 | $23,333 | $110,261-78.8% | $95,745-75.6% | $139,434-83.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.59% | 27.11%-1.5pp | 28.35%-2.8pp | 372.94%-347.4pp |
| Employer contribution / active EE | $5,647 | $3,257+73.4% | $2,835+99.2% | $4,751+18.9% |
| Participant deferral / active EE | $6,761 | $4,676+44.6% | $4,245+59.3% | $6,710+0.8% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |