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 | $19,848 | $104,907-81.1% | $84,611-76.5% | $152,861-87.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 24.27% | 373.79%-349.5pp | 258.74%-234.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $6,089 | $3,302+84.4% | $2,652+129.6% | $4,762+27.9% |
| Participant deferral / active EE | $2,627 | $4,688-44.0% | $3,899-32.6% | $5,850-55.1% |
| Admin fee / account holder | $86 | $6,241-98.6% | $4,912-98.3% | $11,596-99.3% |