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 | $20,655 | $117,381-82.4% | $99,443-79.2% | $152,861-86.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 26.85% | 31.87%-5.0pp | 30.72%-3.9pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,589 | $3,013-47.3% | $2,540-37.5% | $4,762-66.6% |
| Participant deferral / active EE | $4,376 | $4,086+7.1% | $3,619+20.9% | $5,850-25.2% |
| Admin fee / account holder | $129 | $7,631-98.3% | $6,250-97.9% | $11,596-98.9% |