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 | $67,128 | $127,065-47.2% | $113,168-40.7% | $142,382-52.9% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 23.51% | 24.03%-0.5pp | 24.27%-0.8pp | 217.08%-193.6pp |
| Employer contribution / active EE | $5,050 | $3,442+46.7% | $2,975+69.7% | $4,299+17.5% |
| Participant deferral / active EE | $11,091 | $5,716+94.0% | $5,107+117.2% | $6,507+70.4% |
| Admin fee / account holder | $18 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |