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 | $37,575 | $106,584-64.7% | $101,326-62.9% | $142,382-73.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.48% | 36.93%-14.5pp | 36.82%-14.3pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,332 | $3,956-15.8% | $3,665-9.1% | $4,299-22.5% |
| Participant deferral / active EE | $7,096 | $8,297-14.5% | $7,994-11.2% | $6,507+9.1% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |