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 | $23,509 | $179,726-86.9% | $156,263-85.0% | $142,382-83.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 26.30% | 77.86%-51.6pp | 59.47%-33.2pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,216 | $5,069-76.0% | $4,333-71.9% | $4,299-71.7% |
| Participant deferral / active EE | $2,214 | $6,956-68.2% | $6,158-64.0% | $6,507-66.0% |
| Admin fee / account holder | $29 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |