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 8-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 | $38,056 | $111,754-65.9% | $103,333-63.2% | $145,922-73.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.91% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $4,209 | $4,212-0.1% | $3,868+8.8% | $4,660-9.7% |
| Participant deferral / active EE | $10,743 | $5,619+91.2% | $5,057+112.4% | $6,688+60.6% |
| Admin fee / account holder | $291 | $9,750-97.0% | $8,355-96.5% | $13,397-97.8% |