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 4-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 | $42,695 | $214,378-80.1% | $200,582-78.7% | $142,382-70.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.43% | 46.41%-27.0pp | 42.33%-22.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,676 | $6,841-75.5% | $6,419-73.9% | $4,299-61.0% |
| Participant deferral / active EE | $9,046 | $9,865-8.3% | $9,331-3.1% | $6,507+39.0% |
| Admin fee / account holder | $280 | $17,692-98.4% | $16,305-98.3% | $12,624-97.8% |