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 | $24,174 | $183,519-86.8% | $155,509-84.5% | $145,922-83.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.25% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,926 | $5,313-63.8% | $4,672-58.8% | $4,660-58.7% |
| Participant deferral / active EE | $5,991 | $6,462-7.3% | $5,626+6.5% | $6,688-10.4% |
| Admin fee / account holder | $275 | $19,313-98.6% | $15,912-98.3% | $13,397-97.9% |