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 9-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 | $23,145 | $165,335-86.0% | $149,696-84.5% | $158,922-85.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.11% | 348.15%-326.0pp | 276.60%-254.5pp | 302.83%-280.7pp |
| Employer contribution / active EE | $1,032 | $5,103-79.8% | $4,644-77.8% | $4,761-78.3% |
| Participant deferral / active EE | $6,205 | $7,181-13.6% | $6,842-9.3% | $5,982+3.7% |
| Admin fee / account holder | $244 | $10,807-97.7% | $9,309-97.4% | $11,246-97.8% |