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 | $16,369 | $107,452-84.8% | $91,541-82.1% | $142,382-88.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 34.71% | 22.06%+12.7pp | 20.50%+14.2pp | 217.08%-182.4pp |
| Employer contribution / active EE | $6,888 | $2,994+130.0% | $2,505+175.0% | $4,299+60.2% |
| Participant deferral / active EE | $5,615 | $4,754+18.1% | $4,008+40.1% | $6,507-13.7% |
| Admin fee / account holder | $60 | $8,834-99.3% | $6,956-99.1% | $12,624-99.5% |