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 10-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 | $36,184 | $159,602-77.3% | $150,045-75.9% | $142,382-74.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.30% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,062 | $4,961-58.4% | $4,693-56.1% | $4,299-52.0% |
| Participant deferral / active EE | $3,065 | $8,310-63.1% | $7,997-61.7% | $6,507-52.9% |
| Admin fee / account holder | $192 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |