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 5-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 | $23,151 | $127,777-81.9% | $106,548-78.3% | $167,490-86.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 17.54% | 33.87%-16.3pp | 26.80%-9.3pp | 478.56%-461.0pp |
| Employer contribution / active EE | $4,000 | $3,427+16.7% | $2,819+41.9% | $4,837-17.3% |
| Participant deferral / active EE | $5,840 | $5,087+14.8% | $4,398+32.8% | $6,341-7.9% |
| Admin fee / account holder | $76 | $11,228-99.3% | $7,407-99.0% | $12,309-99.4% |