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 6-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 | $7,705 | $39,019-80.3% | $80,716-90.5% | $85,850-91.0% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 20.38% | 26.27%-5.9pp | 87.28%-66.9pp | 318.53%-298.2pp |
| Employer contribution / active EE | $2,423 | $722+235.6% | $1,160+108.9% | $2,565-5.6% |
| Participant deferral / active EE | $1,182 | $1,326-10.8% | $2,146-44.9% | $3,952-70.1% |
| Admin fee / account holder | $257 | $2,431-89.4% | $3,380-92.4% | $6,260-95.9% |