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 8-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 | $15,435 | $115,882-86.7% | $100,516-84.6% | $158,922-90.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 27.66% | 34.79%-7.1pp | 30.89%-3.2pp | 302.83%-275.2pp |
| Employer contribution / active EE | $2,608 | $4,103-36.4% | $3,418-23.7% | $4,761-45.2% |
| Participant deferral / active EE | $5,069 | $6,674-24.1% | $6,270-19.2% | $5,982-15.3% |
| Admin fee / account holder | $48 | $10,995-99.6% | $8,081-99.4% | $11,246-99.6% |