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 | $32,075 | $100,773-68.2% | $88,946-63.9% | $142,382-77.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 28.28% | 70.18%-41.9pp | 57.82%-29.5pp | 217.08%-188.8pp |
| Employer contribution / active EE | $4,676 | $2,918+60.3% | $2,555+83.0% | $4,299+8.8% |
| Participant deferral / active EE | $6,586 | $5,230+25.9% | $4,581+43.8% | $6,507+1.2% |
| Admin fee / account holder | $53 | $9,693-99.4% | $8,261-99.4% | $12,624-99.6% |