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 5-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 | $50,878 | $185,822-72.6% | $169,993-70.1% | $139,434-63.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.51% | 60.50%-35.0pp | 53.37%-27.9pp | 372.94%-347.4pp |
| Employer contribution / active EE | $4,427 | $7,590-41.7% | $6,785-34.8% | $4,751-6.8% |
| Participant deferral / active EE | $10,903 | $11,622-6.2% | $10,408+4.8% | $6,710+62.5% |
| Admin fee / account holder | $190 | $15,381-98.8% | $12,815-98.5% | $11,403-98.3% |