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 | $9,619 | $95,266-89.9% | $82,389-88.3% | $142,382-93.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.82% | 25.74%-8.9pp | 28.67%-11.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,677 | $2,991+22.9% | $2,517+46.1% | $4,299-14.5% |
| Participant deferral / active EE | $1,466 | $4,809-69.5% | $4,155-64.7% | $6,507-77.5% |
| Admin fee / account holder | $80 | $8,563-99.1% | $7,231-98.9% | $12,624-99.4% |