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 | $15,753 | $104,974-85.0% | $95,585-83.5% | $142,382-88.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.09% | 210.33%-190.2pp | 38.56%-18.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,886 | $2,779-32.1% | $2,527-25.4% | $4,299-56.1% |
| Participant deferral / active EE | $2,976 | $4,352-31.6% | $4,023-26.0% | $6,507-54.3% |
| Admin fee / account holder | $105 | $6,386-98.4% | $6,127-98.3% | $12,624-99.2% |