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 | $17,972 | $110,261-83.7% | $95,745-81.2% | $139,434-87.1% |
| Participation rate | 83.3% | 75.8%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 22.48% | 27.11%-4.6pp | 28.35%-5.9pp | 372.94%-350.5pp |
| Employer contribution / active EE | $2,635 | $3,257-19.1% | $2,835-7.1% | $4,751-44.5% |
| Participant deferral / active EE | $4,718 | $4,676+0.9% | $4,245+11.1% | $6,710-29.7% |
| Admin fee / account holder | $49 | $6,613-99.3% | $5,678-99.1% | $11,403-99.6% |