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 6-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 | $24,508 | $127,777-80.8% | $106,548-77.0% | $167,490-85.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.18% | 33.87%-21.7pp | 26.80%-14.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $3,943 | $3,427+15.1% | $2,819+39.9% | $4,837-18.5% |
| Participant deferral / active EE | $7,055 | $5,087+38.7% | $4,398+60.4% | $6,341+11.2% |
| Admin fee / account holder | $44 | $11,228-99.6% | $7,407-99.4% | $12,309-99.6% |