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 | $39,125 | $159,602-75.5% | $150,045-73.9% | $142,382-72.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 31.56% | 70.24%-38.7pp | 62.55%-31.0pp | 217.08%-185.5pp |
| Employer contribution / active EE | $4,002 | $4,961-19.3% | $4,693-14.7% | $4,299-6.9% |
| Participant deferral / active EE | $14,517 | $8,310+74.7% | $7,997+81.5% | $6,507+123.1% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |