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 | $12,715 | $104,664-87.9% | $85,682-85.2% | $167,490-92.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.29% | 21.45%-6.2pp | 21.49%-6.2pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,065 | $3,337-38.1% | $2,618-21.1% | $4,837-57.3% |
| Participant deferral / active EE | $4,532 | $4,824-6.1% | $3,923+15.5% | $6,341-28.5% |
| Admin fee / account holder | $44 | $10,032-99.6% | $6,873-99.4% | $12,309-99.6% |