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 | $21,741 | $127,264-82.9% | $109,895-80.2% | $167,490-87.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 10.96% | 22.97%-12.0pp | 29.45%-18.5pp | 478.56%-467.6pp |
| Employer contribution / active EE | $9,398 | $3,322+182.9% | $2,842+230.6% | $4,837+94.3% |
| Participant deferral / active EE | $3,898 | $4,514-13.6% | $4,048-3.7% | $6,341-38.5% |
| Admin fee / account holder | $185 | $7,114-97.4% | $6,066-97.0% | $12,309-98.5% |