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 | $20,657 | $65,365-68.4% | $92,893-77.8% | $72,985-71.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.52% | 42.10%-19.6pp | 109.41%-86.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $4,106 | $2,594+58.3% | $3,653+12.4% | $2,440+68.3% |
| Participant deferral / active EE | $3,935 | $3,128+25.8% | $4,236-7.1% | $3,607+9.1% |
| Admin fee / account holder | $238 | $4,251-94.4% | $5,794-95.9% | $5,124-95.4% |