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 | $50,238 | $177,572-71.7% | $154,803-67.5% | $142,382-64.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.84% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,112 | $4,810-56.1% | $4,305-50.9% | $4,299-50.9% |
| Participant deferral / active EE | $13,204 | $6,272+110.5% | $5,540+138.3% | $6,507+102.9% |
| Admin fee / account holder | $115 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |