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 | $98,699 | $167,484-41.1% | $151,611-34.9% | $134,475-26.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $18,844 | $6,829+175.9% | $6,166+205.6% | $4,740+297.6% |
| Participant deferral / active EE | $3,990 | $8,986-55.6% | $8,363-52.3% | $6,400-37.7% |
| Admin fee / account holder | $4 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |