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 | $29,465 | $63,861-53.9% | $104,607-71.8% | $79,858-63.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 38.80% | 21.30%+17.5pp | 340.46%-301.7pp | 31.71%+7.1pp |
| Employer contribution / active EE | $3,037 | $1,588+91.2% | $2,681+13.3% | $2,471+22.9% |
| Participant deferral / active EE | $3,716 | $2,693+38.0% | $3,740-0.6% | $3,740-0.6% |
| Admin fee / account holder | $155 | $4,185-96.3% | $6,473-97.6% | $5,306-97.1% |