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 7-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 | $25,831 | $110,261-76.6% | $95,745-73.0% | $139,434-81.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.79% | 27.11%-4.3pp | 28.35%-5.6pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,372 | $3,257-57.9% | $2,835-51.6% | $4,751-71.1% |
| Participant deferral / active EE | $3,601 | $4,676-23.0% | $4,245-15.2% | $6,710-46.3% |
| Admin fee / account holder | $134 | $6,613-98.0% | $5,678-97.6% | $11,403-98.8% |