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 | $35,096 | $177,572-80.2% | $154,803-77.3% | $142,382-75.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.00% | 65.07%-42.1pp | 58.88%-35.9pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,329 | $4,810-72.4% | $4,305-69.1% | $4,299-69.1% |
| Participant deferral / active EE | $6,880 | $6,272+9.7% | $5,540+24.2% | $6,507+5.7% |
| Admin fee / account holder | $197 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |