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 6-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 | $21,761 | $100,754-78.4% | $86,677-74.9% | $134,475-83.8% |
| Participation rate | 81.0% | 78.9%+2.0pp | 76.6%+4.4pp | 81.2%-0.3pp |
| Annual return | 32.18% | 29.04%+3.1pp | 35.91%-3.7pp | 417.96%-385.8pp |
| Employer contribution / active EE | $3,027 | $3,489-13.2% | $2,836+6.7% | $4,740-36.1% |
| Participant deferral / active EE | $5,756 | $5,338+7.8% | $4,656+23.6% | $6,400-10.1% |
| Admin fee / account holder | $57 | $10,926-99.5% | $7,493-99.2% | $11,426-99.5% |