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 | $29,365 | $74,888-60.8% | $71,209-58.8% | $142,382-79.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.53% | 345.14%-322.6pp | 282.51%-260.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,644 | $2,854-7.4% | $2,721-2.8% | $4,299-38.5% |
| Participant deferral / active EE | $4,950 | $4,454+11.1% | $4,175+18.6% | $6,507-23.9% |
| Admin fee / account holder | $46 | $5,568-99.2% | $5,349-99.1% | $12,624-99.6% |