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 | $75,650 | $159,602-52.6% | $150,045-49.6% | $142,382-46.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.97% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $3,509 | $4,961-29.3% | $4,693-25.2% | $4,299-18.4% |
| Participant deferral / active EE | $12,338 | $8,310+48.5% | $7,997+54.3% | $6,507+89.6% |
| Admin fee / account holder | $137 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |