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 | $27,743 | $177,572-84.4% | $154,803-82.1% | $142,382-80.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 30.33% | 65.07%-34.7pp | 58.88%-28.6pp | 217.08%-186.7pp |
| Employer contribution / active EE | $5,885 | $4,810+22.3% | $4,305+36.7% | $4,299+36.9% |
| Participant deferral / active EE | $7,015 | $6,272+11.9% | $5,540+26.6% | $6,507+7.8% |
| Admin fee / account holder | $251 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |