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 | $34,939 | $176,812-80.2% | $146,665-76.2% | $167,490-79.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 24.19% | 24.03%+0.2pp | 22.74%+1.4pp | 478.56%-454.4pp |
| Employer contribution / active EE | $2,277 | $5,160-55.9% | $4,136-45.0% | $4,837-52.9% |
| Participant deferral / active EE | $10,266 | $6,440+59.4% | $5,506+86.5% | $6,341+61.9% |
| Admin fee / account holder | $139 | $13,259-99.0% | $10,280-98.6% | $12,309-98.9% |