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 | $12,437 | $106,515-88.3% | $96,683-87.1% | $139,434-91.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.59% | 38.43%-14.8pp | 35.69%-12.1pp | 372.94%-349.3pp |
| Employer contribution / active EE | $4,779 | $4,103+16.5% | $3,737+27.9% | $4,751+0.6% |
| Participant deferral / active EE | $3,821 | $5,454-29.9% | $4,878-21.7% | $6,710-43.1% |
| Admin fee / account holder | $159 | $7,877-98.0% | $6,730-97.6% | $11,403-98.6% |