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 8-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 | $14,995 | $111,754-86.6% | $103,333-85.5% | $145,922-89.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.12% | 24.77%-14.7pp | 24.88%-14.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,927 | $4,212-54.2% | $3,868-50.2% | $4,660-58.6% |
| Participant deferral / active EE | $3,583 | $5,619-36.2% | $5,057-29.2% | $6,688-46.4% |
| Admin fee / account holder | $259 | $9,750-97.3% | $8,355-96.9% | $13,397-98.1% |