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 6-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 | $26,256 | $124,281-78.9% | $109,143-75.9% | $167,490-84.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.67% | 26.04%-7.4pp | 25.75%-7.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $3,831 | $4,207-8.9% | $3,722+2.9% | $4,837-20.8% |
| Participant deferral / active EE | $13,930 | $5,255+165.1% | $4,653+199.4% | $6,341+119.7% |
| Admin fee / account holder | $276 | $7,970-96.5% | $6,752-95.9% | $12,309-97.8% |