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 3-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 | $39,555 | $100,773-60.7% | $88,946-55.5% | $142,382-72.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 24.03% | 70.18%-46.1pp | 57.82%-33.8pp | 217.08%-193.0pp |
| Employer contribution / active EE | $3,045 | $2,918+4.4% | $2,555+19.2% | $4,299-29.2% |
| Participant deferral / active EE | $9,807 | $5,230+87.5% | $4,581+114.1% | $6,507+50.7% |
| Admin fee / account holder | $143 | $9,693-98.5% | $8,261-98.3% | $12,624-98.9% |