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 10-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 | $18,484 | $101,069-81.7% | $81,478-77.3% | $147,584-87.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 20.35% | 32.40%-12.1pp | 38.78%-18.4pp | 578.55%-558.2pp |
| Employer contribution / active EE | $3,424 | $3,205+6.8% | $2,568+33.3% | $4,876-29.8% |
| Participant deferral / active EE | $20,320 | $4,242+379.0% | $3,537+474.6% | $5,439+273.6% |
| Admin fee / account holder | $132 | $5,812-97.7% | $4,561-97.1% | $10,885-98.8% |