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 6-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 | $38,307 | $114,381-66.5% | $107,525-64.4% | $142,382-73.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.75% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,881 | $4,015-28.2% | $3,754-23.2% | $4,299-33.0% |
| Participant deferral / active EE | $7,765 | $5,564+39.5% | $5,116+51.8% | $6,507+19.3% |
| Admin fee / account holder | $165 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |