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 4-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 | $28,977 | $106,515-72.8% | $96,683-70.0% | $139,434-79.2% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 13.81% | 38.43%-24.6pp | 35.69%-21.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $6,840 | $4,103+66.7% | $3,737+83.0% | $4,751+44.0% |
| Participant deferral / active EE | $4,775 | $5,454-12.5% | $4,878-2.1% | $6,710-28.8% |
| Admin fee / account holder | $71 | $7,877-99.1% | $6,730-98.9% | $11,403-99.4% |