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 3-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 | $37,374 | $177,572-79.0% | $154,803-75.9% | $142,382-73.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 32.17% | 65.07%-32.9pp | 58.88%-26.7pp | 217.08%-184.9pp |
| Employer contribution / active EE | $10,536 | $4,810+119.0% | $4,305+144.7% | $4,299+145.1% |
| Participant deferral / active EE | $4,940 | $6,272-21.2% | $5,540-10.8% | $6,507-24.1% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |