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 | $18,948 | $95,266-80.1% | $82,389-77.0% | $142,382-86.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 24.05% | 25.74%-1.7pp | 28.67%-4.6pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,076 | $2,991-30.6% | $2,517-17.5% | $4,299-51.7% |
| Participant deferral / active EE | $3,355 | $4,809-30.2% | $4,155-19.2% | $6,507-48.4% |
| Admin fee / account holder | $137 | $8,563-98.4% | $7,231-98.1% | $12,624-98.9% |