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 9-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 | $25,974 | $107,452-75.8% | $91,541-71.6% | $142,382-81.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.62% | 22.06%-2.4pp | 20.50%-0.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,889 | $2,994-36.9% | $2,505-24.6% | $4,299-56.1% |
| Participant deferral / active EE | $4,130 | $4,754-13.1% | $4,008+3.0% | $6,507-36.5% |
| Admin fee / account holder | $266 | $8,834-97.0% | $6,956-96.2% | $12,624-97.9% |