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 | $12,111 | $106,515-88.6% | $96,683-87.5% | $139,434-91.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.99% | 38.43%-10.4pp | 35.69%-7.7pp | 372.94%-344.9pp |
| Employer contribution / active EE | $2,448 | $4,103-40.3% | $3,737-34.5% | $4,751-48.5% |
| Participant deferral / active EE | $3,129 | $5,454-42.6% | $4,878-35.9% | $6,710-53.4% |
| Admin fee / account holder | $50 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |