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 | $30,872 | $109,881-71.9% | $150,045-79.4% | $84,808-63.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 22.19% | 28.25%-6.1pp | 62.55%-40.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $3,495 | $3,561-1.8% | $4,693-25.5% | $2,631+32.9% |
| Participant deferral / active EE | $6,148 | $6,636-7.4% | $7,997-23.1% | $4,212+46.0% |
| Admin fee / account holder | $179 | $8,568-97.9% | $13,435-98.7% | $7,344-97.6% |