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 | $20,205 | $177,572-88.6% | $154,803-86.9% | $142,382-85.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.77% | 65.07%-42.3pp | 58.88%-36.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,020 | $4,810-78.8% | $4,305-76.3% | $4,299-76.3% |
| Participant deferral / active EE | $2,550 | $6,272-59.3% | $5,540-54.0% | $6,507-60.8% |
| Admin fee / account holder | $71 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |