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 | $18,421 | $107,452-82.9% | $91,541-79.9% | $142,382-87.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 23.45% | 22.06%+1.4pp | 20.50%+2.9pp | 217.08%-193.6pp |
| Employer contribution / active EE | $2,389 | $2,994-20.2% | $2,505-4.6% | $4,299-44.4% |
| Participant deferral / active EE | $7,586 | $4,754+59.6% | $4,008+89.3% | $6,507+16.6% |
| Admin fee / account holder | $287 | $8,834-96.7% | $6,956-95.9% | $12,624-97.7% |