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 | $10,639 | $107,452-90.1% | $91,541-88.4% | $142,382-92.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 23.20% | 22.06%+1.1pp | 20.50%+2.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $959 | $2,994-68.0% | $2,505-61.7% | $4,299-77.7% |
| Participant deferral / active EE | $1,768 | $4,754-62.8% | $4,008-55.9% | $6,507-72.8% |
| Admin fee / account holder | $136 | $8,834-98.5% | $6,956-98.0% | $12,624-98.9% |