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 | $16,561 | $106,515-84.5% | $96,683-82.9% | $139,434-88.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 36.20% | 38.43%-2.2pp | 35.69%+0.5pp | 372.94%-336.7pp |
| Employer contribution / active EE | $2,582 | $4,103-37.1% | $3,737-30.9% | $4,751-45.6% |
| Participant deferral / active EE | $5,901 | $5,454+8.2% | $4,878+21.0% | $6,710-12.1% |
| Admin fee / account holder | $117 | $7,877-98.5% | $6,730-98.3% | $11,403-99.0% |