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 3-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 | $15,440 | $99,877-84.5% | $84,966-81.8% | $145,922-89.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.99% | 83.76%-68.8pp | 66.38%-51.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,135 | $3,231-3.0% | $2,727+15.0% | $4,660-32.7% |
| Participant deferral / active EE | $6,628 | $5,291+25.3% | $4,519+46.7% | $6,688-0.9% |
| Admin fee / account holder | $93 | $7,248-98.7% | $6,149-98.5% | $13,397-99.3% |