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 | $45,233 | $179,726-74.8% | $156,263-71.1% | $142,382-68.2% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 17.14% | 77.86%-60.7pp | 59.47%-42.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,389 | $5,069-52.9% | $4,333-44.9% | $4,299-44.4% |
| Participant deferral / active EE | $5,367 | $6,956-22.8% | $6,158-12.9% | $6,507-17.5% |
| Admin fee / account holder | $127 | $17,272-99.3% | $14,255-99.1% | $12,624-99.0% |