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 7-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 | $25,129 | $159,602-84.3% | $150,045-83.3% | $142,382-82.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.33% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,198 | $4,961-75.8% | $4,693-74.5% | $4,299-72.1% |
| Participant deferral / active EE | $3,252 | $8,310-60.9% | $7,997-59.3% | $6,507-50.0% |
| Admin fee / account holder | $94 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |