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 | $27,951 | $159,602-82.5% | $150,045-81.4% | $142,382-80.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.24% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,462 | $4,961-50.4% | $4,693-47.5% | $4,299-42.7% |
| Participant deferral / active EE | $5,129 | $8,310-38.3% | $7,997-35.9% | $6,507-21.2% |
| Admin fee / account holder | $291 | $14,846-98.0% | $13,435-97.8% | $12,624-97.7% |