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 | $48,303 | $100,773-52.1% | $88,946-45.7% | $142,382-66.1% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 21.90% | 70.18%-48.3pp | 57.82%-35.9pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,375 | $2,918-52.9% | $2,555-46.2% | $4,299-68.0% |
| Participant deferral / active EE | $10,413 | $5,230+99.1% | $4,581+127.3% | $6,507+60.0% |
| Admin fee / account holder | $126 | $9,693-98.7% | $8,261-98.5% | $12,624-99.0% |