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 | $63,768 | $177,572-64.1% | $154,803-58.8% | $142,382-55.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.46% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,639 | $4,810-24.4% | $4,305-15.5% | $4,299-15.4% |
| Participant deferral / active EE | $4,721 | $6,272-24.7% | $5,540-14.8% | $6,507-27.4% |
| Admin fee / account holder | $240 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |