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 4-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 | $29,154 | $106,584-72.6% | $101,326-71.2% | $142,382-79.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 26.67% | 36.93%-10.3pp | 36.82%-10.1pp | 217.08%-190.4pp |
| Employer contribution / active EE | $3,109 | $3,956-21.4% | $3,665-15.2% | $4,299-27.7% |
| Participant deferral / active EE | $4,763 | $8,297-42.6% | $7,994-40.4% | $6,507-26.8% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |