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 | $29,391 | $179,726-83.6% | $156,263-81.2% | $142,382-79.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.62% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,198 | $5,069-56.6% | $4,333-49.3% | $4,299-48.9% |
| Participant deferral / active EE | $6,848 | $6,956-1.6% | $6,158+11.2% | $6,507+5.2% |
| Admin fee / account holder | $203 | $17,272-98.8% | $14,255-98.6% | $12,624-98.4% |