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 | $23,989 | $104,974-77.1% | $95,585-74.9% | $142,382-83.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.47% | 210.33%-188.9pp | 38.56%-17.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,125 | $2,779-23.5% | $2,527-15.9% | $4,299-50.6% |
| Participant deferral / active EE | $5,244 | $4,352+20.5% | $4,023+30.4% | $6,507-19.4% |
| Admin fee / account holder | $87 | $6,386-98.6% | $6,127-98.6% | $12,624-99.3% |