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 | $63,865 | $179,726-64.5% | $156,263-59.1% | $142,382-55.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.53% | 77.86%-58.3pp | 59.47%-39.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,437 | $5,069-12.5% | $4,333+2.4% | $4,299+3.2% |
| Participant deferral / active EE | $16,119 | $6,956+131.7% | $6,158+161.7% | $6,507+147.7% |
| Admin fee / account holder | $272 | $17,272-98.4% | $14,255-98.1% | $12,624-97.8% |