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 | $54,479 | $159,602-65.9% | $150,045-63.7% | $142,382-61.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 39.67% | 70.24%-30.6pp | 62.55%-22.9pp | 217.08%-177.4pp |
| Employer contribution / active EE | $2,301 | $4,961-53.6% | $4,693-51.0% | $4,299-46.5% |
| Participant deferral / active EE | $21,924 | $8,310+163.8% | $7,997+174.1% | $6,507+236.9% |
| Admin fee / account holder | $54 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |