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 | $34,226 | $48,795-29.9% | $65,493-47.7% | $84,808-59.6% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 18.84% | 20.20%-1.4pp | 982.45%-963.6pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,139 | $1,930+62.6% | $2,574+21.9% | $2,631+19.3% |
| Participant deferral / active EE | $3,149 | $2,928+7.5% | $3,961-20.5% | $4,212-25.2% |
| Admin fee / account holder | $267 | $3,877-93.1% | $5,028-94.7% | $7,344-96.4% |