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 4-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 | $19,509 | $177,572-89.0% | $154,803-87.4% | $142,382-86.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.29% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,996 | $4,810-58.5% | $4,305-53.6% | $4,299-53.6% |
| Participant deferral / active EE | $4,478 | $6,272-28.6% | $5,540-19.2% | $6,507-31.2% |
| Admin fee / account holder | $100 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |