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 7-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 | $40,639 | $114,381-64.5% | $107,525-62.2% | $142,382-71.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.74% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,565 | $4,015-61.0% | $3,754-58.3% | $4,299-63.6% |
| Participant deferral / active EE | $1,734 | $5,564-68.8% | $5,116-66.1% | $6,507-73.4% |
| Admin fee / account holder | $286 | $9,860-97.1% | $8,919-96.8% | $12,624-97.7% |