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 9-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 | $40,184 | $111,754-64.0% | $103,333-61.1% | $145,922-72.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.65% | 24.77%-9.1pp | 24.88%-9.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,048 | $4,212-27.6% | $3,868-21.2% | $4,660-34.6% |
| Participant deferral / active EE | $4,596 | $5,619-18.2% | $5,057-9.1% | $6,688-31.3% |
| Admin fee / account holder | $299 | $9,750-96.9% | $8,355-96.4% | $13,397-97.8% |