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 10-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 | $23,277 | $104,664-77.8% | $85,682-72.8% | $167,490-86.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 16.41% | 21.45%-5.0pp | 21.49%-5.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,175 | $3,337-4.9% | $2,618+21.2% | $4,837-34.4% |
| Participant deferral / active EE | $4,141 | $4,824-14.2% | $3,923+5.6% | $6,341-34.7% |
| Admin fee / account holder | $86 | $10,032-99.1% | $6,873-98.8% | $12,309-99.3% |