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 | $25,360 | $177,572-85.7% | $154,803-83.6% | $142,382-82.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.63% | 65.07%-39.4pp | 58.88%-33.3pp | 217.08%-191.4pp |
| Employer contribution / active EE | $3,794 | $4,810-21.1% | $4,305-11.9% | $4,299-11.7% |
| Participant deferral / active EE | $8,623 | $6,272+37.5% | $5,540+55.6% | $6,507+32.5% |
| Admin fee / account holder | $89 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |