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 9-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 | $24,593 | $142,405-82.7% | $115,157-78.6% | $152,861-83.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 10.55% | 41.48%-30.9pp | 35.60%-25.0pp | 345.32%-334.8pp |
| Employer contribution / active EE | $1,322 | $4,010-67.0% | $3,179-58.4% | $4,762-72.2% |
| Participant deferral / active EE | $5,556 | $5,164+7.6% | $4,168+33.3% | $5,850-5.0% |
| Admin fee / account holder | $208 | $8,462-97.5% | $7,088-97.1% | $11,596-98.2% |