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 | $33,334 | $117,983-71.7% | $101,794-67.3% | $142,382-76.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 27.66% | 36.92%-9.3pp | 30.53%-2.9pp | 217.08%-189.4pp |
| Employer contribution / active EE | $6,830 | $2,773+146.3% | $2,289+198.4% | $4,299+58.9% |
| Participant deferral / active EE | $6,348 | $4,714+34.7% | $4,084+55.4% | $6,507-2.4% |
| Admin fee / account holder | $26 | $10,433-99.7% | $8,777-99.7% | $12,624-99.8% |