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 | $26,753 | $106,515-74.9% | $96,683-72.3% | $139,434-80.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.18% | 38.43%-15.2pp | 35.69%-12.5pp | 372.94%-349.8pp |
| Employer contribution / active EE | $4,262 | $4,103+3.9% | $3,737+14.0% | $4,751-10.3% |
| Participant deferral / active EE | $13,237 | $5,454+142.7% | $4,878+171.3% | $6,710+97.3% |
| Admin fee / account holder | $106 | $7,877-98.7% | $6,730-98.4% | $11,403-99.1% |