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 | $39,788 | $159,602-75.1% | $150,045-73.5% | $142,382-72.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 34.76% | 70.24%-35.5pp | 62.55%-27.8pp | 217.08%-182.3pp |
| Employer contribution / active EE | $12,939 | $4,961+160.8% | $4,693+175.7% | $4,299+201.0% |
| Participant deferral / active EE | $5,170 | $8,310-37.8% | $7,997-35.4% | $6,507-20.5% |
| Admin fee / account holder | $128 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |