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 8-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 | $33,648 | $112,881-70.2% | $90,951-63.0% | $158,922-78.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.75% | 215.79%-201.0pp | 134.60%-119.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,811 | $2,893-37.4% | $2,122-14.7% | $4,761-62.0% |
| Participant deferral / active EE | $3,677 | $4,128-10.9% | $3,373+9.0% | $5,982-38.5% |
| Admin fee / account holder | $253 | $8,041-96.9% | $5,959-95.8% | $11,246-97.8% |