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 5-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 | $30,770 | $159,602-80.7% | $150,045-79.5% | $142,382-78.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.31% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,674 | $4,961-25.9% | $4,693-21.7% | $4,299-14.5% |
| Participant deferral / active EE | $8,032 | $8,310-3.3% | $7,997+0.4% | $6,507+23.4% |
| Admin fee / account holder | $180 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |