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 | $48,627 | $127,065-61.7% | $113,168-57.0% | $142,382-65.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 26.95% | 24.03%+2.9pp | 24.27%+2.7pp | 217.08%-190.1pp |
| Employer contribution / active EE | $5,648 | $3,442+64.1% | $2,975+89.8% | $4,299+31.4% |
| Participant deferral / active EE | $20,846 | $5,716+264.7% | $5,107+308.2% | $6,507+220.4% |
| Admin fee / account holder | $40 | $15,736-99.7% | $12,068-99.7% | $12,624-99.7% |