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 | $23,845 | $183,519-87.0% | $155,509-84.7% | $145,922-83.7% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 17.32% | 61.17%-43.8pp | 64.67%-47.3pp | 561.29%-544.0pp |
| Employer contribution / active EE | $4,044 | $5,313-23.9% | $4,672-13.5% | $4,660-13.2% |
| Participant deferral / active EE | $8,399 | $6,462+30.0% | $5,626+49.3% | $6,688+25.6% |
| Admin fee / account holder | $107 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |