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 3-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 | $21,937 | $110,261-80.1% | $95,745-77.1% | $139,434-84.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.24% | 27.11%-14.9pp | 28.35%-16.1pp | 372.94%-360.7pp |
| Employer contribution / active EE | $9,446 | $3,257+190.0% | $2,835+233.2% | $4,751+98.8% |
| Participant deferral / active EE | $2,252 | $4,676-51.8% | $4,245-47.0% | $6,710-66.4% |
| Admin fee / account holder | $80 | $6,613-98.8% | $5,678-98.6% | $11,403-99.3% |