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 5-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 | $39,862 | $179,726-77.8% | $156,263-74.5% | $142,382-72.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.02% | 77.86%-59.8pp | 59.47%-41.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,472 | $5,069-51.2% | $4,333-43.0% | $4,299-42.5% |
| Participant deferral / active EE | $2,628 | $6,956-62.2% | $6,158-57.3% | $6,507-59.6% |
| Admin fee / account holder | $153 | $17,272-99.1% | $14,255-98.9% | $12,624-98.8% |