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 | $15,580 | $57,016-72.7% | $84,966-81.7% | $80,856-80.7% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 12.87% | 21.66%-8.8pp | 66.38%-53.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,356 | $1,798-24.6% | $2,727-50.3% | $2,755-50.8% |
| Participant deferral / active EE | $2,778 | $3,110-10.7% | $4,519-38.5% | $4,296-35.3% |
| Admin fee / account holder | $70 | $4,980-98.6% | $6,149-98.9% | $6,918-99.0% |