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 | $37,773 | $140,940-73.2% | $112,229-66.3% | $139,434-72.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.39% | 32.71%-12.3pp | 30.20%-9.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $934 | $4,283-78.2% | $3,430-72.8% | $4,751-80.3% |
| Participant deferral / active EE | $4,534 | $5,874-22.8% | $4,798-5.5% | $6,710-32.4% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,748-99.7% | $11,403-99.8% |