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 | $36,507 | $94,338-61.3% | $100,534-63.7% | $142,382-74.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 19.60% | 29.20%-9.6pp | 32.66%-13.1pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,608 | $4,237-38.4% | $4,346-40.0% | $4,299-39.3% |
| Participant deferral / active EE | $4,166 | $5,934-29.8% | $6,144-32.2% | $6,507-36.0% |
| Admin fee / account holder | $221 | $8,421-97.4% | $7,654-97.1% | $12,624-98.2% |