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 3-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 | $10,821 | $74,888-85.6% | $71,209-84.8% | $142,382-92.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 27.38% | 345.14%-317.8pp | 282.51%-255.1pp | 217.08%-189.7pp |
| Employer contribution / active EE | $1,535 | $2,854-46.2% | $2,721-43.6% | $4,299-64.3% |
| Participant deferral / active EE | $4,125 | $4,454-7.4% | $4,175-1.2% | $6,507-36.6% |
| Admin fee / account holder | $157 | $5,568-97.2% | $5,349-97.1% | $12,624-98.8% |