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 | $25,579 | $74,888-65.8% | $71,209-64.1% | $142,382-82.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.80% | 345.14%-329.3pp | 282.51%-266.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,214 | $2,854-22.4% | $2,721-18.6% | $4,299-48.5% |
| Participant deferral / active EE | $4,206 | $4,454-5.6% | $4,175+0.7% | $6,507-35.4% |
| Admin fee / account holder | $254 | $5,568-95.4% | $5,349-95.2% | $12,624-98.0% |