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 | $36,920 | $169,032-78.2% | $129,207-71.4% | $145,922-74.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.85% | 14330.11%-14318.3pp | 9417.33%-9405.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,990 | $5,537-27.9% | $4,153-3.9% | $4,660-14.4% |
| Participant deferral / active EE | $4,845 | $4,987-2.9% | $4,168+16.2% | $6,688-27.6% |
| Admin fee / account holder | $203 | $9,954-98.0% | $7,715-97.4% | $13,397-98.5% |