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 | $36,876 | $179,726-79.5% | $156,263-76.4% | $142,382-74.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.93% | 77.86%-55.9pp | 59.47%-37.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,668 | $5,069-67.1% | $4,333-61.5% | $4,299-61.2% |
| Participant deferral / active EE | $6,708 | $6,956-3.6% | $6,158+8.9% | $6,507+3.1% |
| Admin fee / account holder | $127 | $17,272-99.3% | $14,255-99.1% | $12,624-99.0% |