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 | $25,674 | $99,877-74.3% | $84,966-69.8% | $145,922-82.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.16% | 83.76%-67.6pp | 66.38%-50.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,417 | $3,231-25.2% | $2,727-11.4% | $4,660-48.1% |
| Participant deferral / active EE | $5,945 | $5,291+12.4% | $4,519+31.5% | $6,688-11.1% |
| Admin fee / account holder | $96 | $7,248-98.7% | $6,149-98.4% | $13,397-99.3% |