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 | $37,905 | $133,922-71.7% | $116,228-67.4% | $142,382-73.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.18% | 147.76%-126.6pp | 90.06%-68.9pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,358 | $3,446-31.6% | $2,994-21.2% | $4,299-45.1% |
| Participant deferral / active EE | $5,794 | $5,672+2.2% | $4,953+17.0% | $6,507-11.0% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |