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 | $24,098 | $159,602-84.9% | $150,045-83.9% | $142,382-83.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.75% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,317 | $4,961-53.3% | $4,693-50.6% | $4,299-46.1% |
| Participant deferral / active EE | $3,723 | $8,310-55.2% | $7,997-53.5% | $6,507-42.8% |
| Admin fee / account holder | $134 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |