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 | $62,341 | $159,602-60.9% | $150,045-58.5% | $142,382-56.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.83% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,371 | $4,961-32.0% | $4,693-28.2% | $4,299-21.6% |
| Participant deferral / active EE | $9,390 | $8,310+13.0% | $7,997+17.4% | $6,507+44.3% |
| Admin fee / account holder | $131 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |