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 | $35,347 | $106,584-66.8% | $101,326-65.1% | $142,382-75.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.38% | 36.93%-16.5pp | 36.82%-16.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,040 | $3,956-23.2% | $3,665-17.1% | $4,299-29.3% |
| Participant deferral / active EE | $8,688 | $8,297+4.7% | $7,994+8.7% | $6,507+33.5% |
| Admin fee / account holder | $112 | $11,446-99.0% | $11,185-99.0% | $12,624-99.1% |