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 3-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 | $27,948 | $201,272-86.1% | $184,203-84.8% | $145,922-80.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.05% | 29.00%-9.9pp | 28.81%-9.8pp | 561.29%-542.2pp |
| Employer contribution / active EE | $3,518 | $7,022-49.9% | $6,427-45.3% | $4,660-24.5% |
| Participant deferral / active EE | $14,891 | $9,806+51.9% | $9,131+63.1% | $6,688+122.7% |
| Admin fee / account holder | $95 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |