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 | $27,504 | $133,922-79.5% | $116,228-76.3% | $142,382-80.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.06% | 147.76%-125.7pp | 90.06%-68.0pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,367 | $3,446-60.3% | $2,994-54.3% | $4,299-68.2% |
| Participant deferral / active EE | $3,208 | $5,672-43.4% | $4,953-35.2% | $6,507-50.7% |
| Admin fee / account holder | $102 | $14,945-99.3% | $11,989-99.2% | $12,624-99.2% |