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 | $22,636 | $106,515-78.7% | $96,683-76.6% | $139,434-83.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 29.41% | 38.43%-9.0pp | 35.69%-6.3pp | 372.94%-343.5pp |
| Employer contribution / active EE | $8,740 | $4,103+113.0% | $3,737+133.9% | $4,751+84.0% |
| Participant deferral / active EE | $6,943 | $5,454+27.3% | $4,878+42.3% | $6,710+3.5% |
| Admin fee / account holder | $137 | $7,877-98.3% | $6,730-98.0% | $11,403-98.8% |