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 | $36,734 | $148,534-75.3% | $135,903-73.0% | $139,434-73.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.63% | 79.19%-60.6pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,335 | $5,243-36.4% | $4,856-31.3% | $4,751-29.8% |
| Participant deferral / active EE | $5,131 | $8,100-36.7% | $7,758-33.9% | $6,710-23.5% |
| Admin fee / account holder | $132 | $12,400-98.9% | $10,762-98.8% | $11,403-98.8% |