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 5-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 | $92,036 | $87,540+5.1% | $75,781+21.4% | $125,391-26.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.74% | 13.48%-12.7pp | 9.68%-8.9pp | 282.22%-281.5pp |
| Employer contribution / active EE | $2,470 | $3,930-37.2% | $3,323-25.7% | $4,866-49.2% |
| Participant deferral / active EE | $4,881 | $4,229+15.4% | $3,651+33.7% | $5,352-8.8% |
| Admin fee / account holder | $91 | $6,502-98.6% | $5,299-98.3% | $9,540-99.0% |