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 | $33,991 | $158,398-78.5% | $126,539-73.1% | $142,382-76.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.38% | 593.76%-572.4pp | 425.95%-404.6pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,958 | $4,650-36.4% | $3,674-19.5% | $4,299-31.2% |
| Participant deferral / active EE | $3,368 | $4,767-29.3% | $4,083-17.5% | $6,507-48.2% |
| Admin fee / account holder | $152 | $6,918-97.8% | $6,065-97.5% | $12,624-98.8% |