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 9-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 | $39,699 | $177,572-77.6% | $154,803-74.4% | $142,382-72.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.15% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,300 | $4,810-52.2% | $4,305-46.6% | $4,299-46.5% |
| Participant deferral / active EE | $3,178 | $6,272-49.3% | $5,540-42.6% | $6,507-51.2% |
| Admin fee / account holder | $196 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |