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 | $39,185 | $214,378-81.7% | $200,582-80.5% | $142,382-72.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.15% | 46.41%-28.3pp | 42.33%-24.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,653 | $6,841-75.8% | $6,419-74.3% | $4,299-61.6% |
| Participant deferral / active EE | $8,499 | $9,865-13.8% | $9,331-8.9% | $6,507+30.6% |
| Admin fee / account holder | $120 | $17,692-99.3% | $16,305-99.3% | $12,624-99.0% |