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 | $27,707 | $109,881-74.8% | $150,045-81.5% | $84,808-67.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.13% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,370 | $3,561-61.5% | $4,693-70.8% | $2,631-47.9% |
| Participant deferral / active EE | $2,941 | $6,636-55.7% | $7,997-63.2% | $4,212-30.2% |
| Admin fee / account holder | $153 | $8,568-98.2% | $13,435-98.9% | $7,344-97.9% |