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 | $22,904 | $71,829-68.1% | $69,780-67.2% | $142,382-83.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 32.42% | 31.01%+1.4pp | 26.31%+6.1pp | 217.08%-184.7pp |
| Employer contribution / active EE | $3,313 | $4,385-24.4% | $4,168-20.5% | $4,299-22.9% |
| Participant deferral / active EE | $6,361 | $6,819-6.7% | $6,164+3.2% | $6,507-2.3% |
| Admin fee / account holder | $99 | $7,818-98.7% | $7,285-98.6% | $12,624-99.2% |