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 7-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 | $18,240 | $106,515-82.9% | $96,683-81.1% | $139,434-86.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.06% | 38.43%-22.4pp | 35.69%-19.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,188 | $4,103-71.0% | $3,737-68.2% | $4,751-75.0% |
| Participant deferral / active EE | $3,241 | $5,454-40.6% | $4,878-33.6% | $6,710-51.7% |
| Admin fee / account holder | $81 | $7,877-99.0% | $6,730-98.8% | $11,403-99.3% |