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 | $18,576 | $124,281-85.1% | $109,143-83.0% | $167,490-88.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 32.19% | 26.04%+6.2pp | 25.75%+6.4pp | 478.56%-446.4pp |
| Employer contribution / active EE | $3,941 | $4,207-6.3% | $3,722+5.9% | $4,837-18.5% |
| Participant deferral / active EE | $7,832 | $5,255+49.0% | $4,653+68.3% | $6,341+23.5% |
| Admin fee / account holder | $74 | $7,970-99.1% | $6,752-98.9% | $12,309-99.4% |