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 | $41,876 | $179,726-76.7% | $156,263-73.2% | $142,382-70.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.66% | 77.86%-62.2pp | 59.47%-43.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,550 | $5,069-10.2% | $4,333+5.0% | $4,299+5.8% |
| Participant deferral / active EE | $4,550 | $6,956-34.6% | $6,158-26.1% | $6,507-30.1% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |