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 6-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 | $39,368 | $177,572-77.8% | $154,803-74.6% | $142,382-72.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.93% | 65.07%-44.1pp | 58.88%-38.0pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,607 | $4,810-45.8% | $4,305-39.5% | $4,299-39.4% |
| Participant deferral / active EE | $5,178 | $6,272-17.4% | $5,540-6.5% | $6,507-20.4% |
| Admin fee / account holder | $232 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |