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 | $29,409 | $214,378-86.3% | $200,582-85.3% | $142,382-79.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 30.74% | 46.41%-15.7pp | 42.33%-11.6pp | 217.08%-186.3pp |
| Employer contribution / active EE | $3,461 | $6,841-49.4% | $6,419-46.1% | $4,299-19.5% |
| Participant deferral / active EE | $6,219 | $9,865-37.0% | $9,331-33.3% | $6,507-4.4% |
| Admin fee / account holder | $175 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |