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 | $21,230 | $159,602-86.7% | $150,045-85.9% | $142,382-85.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.50% | 70.24%-45.7pp | 62.55%-38.1pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,213 | $4,961-75.6% | $4,693-74.2% | $4,299-71.8% |
| Participant deferral / active EE | $4,475 | $8,310-46.2% | $7,997-44.0% | $6,507-31.2% |
| Admin fee / account holder | $85 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |