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 7-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 | $25,132 | $133,922-81.2% | $116,228-78.4% | $142,382-82.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 23.80% | 147.76%-124.0pp | 90.06%-66.3pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,208 | $3,446-65.0% | $2,994-59.7% | $4,299-71.9% |
| Participant deferral / active EE | $4,913 | $5,672-13.4% | $4,953-0.8% | $6,507-24.5% |
| Admin fee / account holder | $240 | $14,945-98.4% | $11,989-98.0% | $12,624-98.1% |