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 | $39,505 | $114,381-65.5% | $107,525-63.3% | $142,382-72.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 30.90% | 242.71%-211.8pp | 181.32%-150.4pp | 217.08%-186.2pp |
| Employer contribution / active EE | $3,896 | $4,015-2.9% | $3,754+3.8% | $4,299-9.4% |
| Participant deferral / active EE | $13,277 | $5,564+138.6% | $5,116+159.5% | $6,507+104.0% |
| Admin fee / account holder | $290 | $9,860-97.1% | $8,919-96.8% | $12,624-97.7% |