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 | $62,324 | $238,490-73.9% | $180,183-65.4% | $142,382-56.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 17.27% | 33.56%-16.3pp | 27.86%-10.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,360 | $6,143-45.3% | $5,039-33.3% | $4,299-21.8% |
| Participant deferral / active EE | $8,820 | $7,996+10.3% | $6,822+29.3% | $6,507+35.5% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |