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 | $45,980 | $114,381-59.8% | $107,525-57.2% | $142,382-67.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.17% | 242.71%-218.5pp | 181.32%-157.1pp | 217.08%-192.9pp |
| Employer contribution / active EE | $12,652 | $4,015+215.1% | $3,754+237.1% | $4,299+194.3% |
| Participant deferral / active EE | $4,420 | $5,564-20.6% | $5,116-13.6% | $6,507-32.1% |
| Admin fee / account holder | $153 | $9,860-98.4% | $8,919-98.3% | $12,624-98.8% |