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 | $40,247 | $114,381-64.8% | $107,525-62.6% | $142,382-71.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.11% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,428 | $4,015-14.6% | $3,754-8.7% | $4,299-20.3% |
| Participant deferral / active EE | $10,658 | $5,564+91.6% | $5,116+108.3% | $6,507+63.8% |
| Admin fee / account holder | $113 | $9,860-98.9% | $8,919-98.7% | $12,624-99.1% |