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 | $60,865 | $159,602-61.9% | $150,045-59.4% | $142,382-57.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.27% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,920 | $4,961-21.0% | $4,693-16.5% | $4,299-8.8% |
| Participant deferral / active EE | $16,153 | $8,310+94.4% | $7,997+102.0% | $6,507+148.2% |
| Admin fee / account holder | $235 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |