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 4-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 | $30,063 | $114,381-73.7% | $107,525-72.0% | $142,382-78.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.61% | 242.71%-218.1pp | 181.32%-156.7pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,606 | $4,015-35.1% | $3,754-30.6% | $4,299-39.4% |
| Participant deferral / active EE | $4,809 | $5,564-13.6% | $5,116-6.0% | $6,507-26.1% |
| Admin fee / account holder | $105 | $9,860-98.9% | $8,919-98.8% | $12,624-99.2% |