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 3-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 | $35,857 | $104,974-65.8% | $95,585-62.5% | $142,382-74.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 23.31% | 210.33%-187.0pp | 38.56%-15.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $3,116 | $2,779+12.1% | $2,527+23.3% | $4,299-27.5% |
| Participant deferral / active EE | $10,268 | $4,352+135.9% | $4,023+155.3% | $6,507+57.8% |
| Admin fee / account holder | $130 | $6,386-98.0% | $6,127-97.9% | $12,624-99.0% |