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 5-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 | $31,643 | $202,432-84.4% | $169,368-81.3% | $139,434-77.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.85% | 531.74%-508.9pp | 405.60%-382.8pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,875 | $4,692-60.0% | $4,013-53.3% | $4,751-60.5% |
| Participant deferral / active EE | $3,750 | $6,938-46.0% | $6,221-39.7% | $6,710-44.1% |
| Admin fee / account holder | $122 | $10,708-98.9% | $9,003-98.6% | $11,403-98.9% |