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 | $26,621 | $104,974-74.6% | $95,585-72.1% | $142,382-81.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 17.12% | 210.33%-193.2pp | 38.56%-21.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,080 | $2,779+10.9% | $2,527+21.9% | $4,299-28.3% |
| Participant deferral / active EE | $4,308 | $4,352-1.0% | $4,023+7.1% | $6,507-33.8% |
| Admin fee / account holder | $94 | $6,386-98.5% | $6,127-98.5% | $12,624-99.3% |