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 | $61,404 | $177,572-65.4% | $154,803-60.3% | $142,382-56.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.45% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,244 | $4,810-74.1% | $4,305-71.1% | $4,299-71.1% |
| Participant deferral / active EE | $3,023 | $6,272-51.8% | $5,540-45.4% | $6,507-53.5% |
| Admin fee / account holder | $34 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |