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 | $20,306 | $106,584-80.9% | $101,326-80.0% | $142,382-85.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 35.00% | 36.93%-1.9pp | 36.82%-1.8pp | 217.08%-182.1pp |
| Employer contribution / active EE | $3,937 | $3,956-0.5% | $3,665+7.4% | $4,299-8.4% |
| Participant deferral / active EE | $7,809 | $8,297-5.9% | $7,994-2.3% | $6,507+20.0% |
| Admin fee / account holder | $30 | $11,446-99.7% | $11,185-99.7% | $12,624-99.8% |