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 | $16,669 | $111,754-85.1% | $103,333-83.9% | $145,922-88.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 37.49% | 24.77%+12.7pp | 24.88%+12.6pp | 561.29%-523.8pp |
| Employer contribution / active EE | $3,264 | $4,212-22.5% | $3,868-15.6% | $4,660-29.9% |
| Participant deferral / active EE | $6,768 | $5,619+20.5% | $5,057+33.8% | $6,688+1.2% |
| Admin fee / account holder | $23 | $9,750-99.8% | $8,355-99.7% | $13,397-99.8% |