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 | $25,472 | $159,602-84.0% | $150,045-83.0% | $142,382-82.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.97% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,693 | $4,961-65.9% | $4,693-63.9% | $4,299-60.6% |
| Participant deferral / active EE | $3,860 | $8,310-53.6% | $7,997-51.7% | $6,507-40.7% |
| Admin fee / account holder | $29 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |