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 | $39,432 | $214,378-81.6% | $200,582-80.3% | $142,382-72.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.78% | 46.41%-22.6pp | 42.33%-18.5pp | 217.08%-193.3pp |
| Employer contribution / active EE | $4,678 | $6,841-31.6% | $6,419-27.1% | $4,299+8.8% |
| Participant deferral / active EE | $9,729 | $9,865-1.4% | $9,331+4.3% | $6,507+49.5% |
| Admin fee / account holder | $146 | $17,692-99.2% | $16,305-99.1% | $12,624-98.8% |