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 | $25,221 | $167,484-84.9% | $151,611-83.4% | $134,475-81.2% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $7,996 | $6,829+17.1% | $6,166+29.7% | $4,740+68.7% |
| Participant deferral / active EE | $9,897 | $8,986+10.1% | $8,363+18.3% | $6,400+54.6% |
| Admin fee / account holder | $25 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |