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 9-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 | $33,629 | $74,888-55.1% | $71,209-52.8% | $142,382-76.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.87% | 345.14%-321.3pp | 282.51%-258.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $3,056 | $2,854+7.1% | $2,721+12.3% | $4,299-28.9% |
| Participant deferral / active EE | $3,056 | $4,454-31.4% | $4,175-26.8% | $6,507-53.0% |
| Admin fee / account holder | $122 | $5,568-97.8% | $5,349-97.7% | $12,624-99.0% |