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 | $19,976 | $110,261-81.9% | $95,745-79.1% | $139,434-85.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 31.18% | 27.11%+4.1pp | 28.35%+2.8pp | 372.94%-341.8pp |
| Employer contribution / active EE | $2,476 | $3,257-24.0% | $2,835-12.6% | $4,751-47.9% |
| Participant deferral / active EE | $7,296 | $4,676+56.0% | $4,245+71.9% | $6,710+8.7% |
| Admin fee / account holder | $147 | $6,613-97.8% | $5,678-97.4% | $11,403-98.7% |