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 5-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 | $36,662 | $177,572-79.4% | $154,803-76.3% | $142,382-74.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.61% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,984 | $4,810-17.2% | $4,305-7.5% | $4,299-7.3% |
| Participant deferral / active EE | $5,946 | $6,272-5.2% | $5,540+7.3% | $6,507-8.6% |
| Admin fee / account holder | $7 | $16,786-100.0% | $14,329-100.0% | $12,624-99.9% |