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 | $65,392 | $159,602-59.0% | $150,045-56.4% | $142,382-54.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.27% | 70.24%-44.0pp | 62.55%-36.3pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,020 | $4,961-79.4% | $4,693-78.3% | $4,299-76.3% |
| Participant deferral / active EE | $22,300 | $8,310+168.3% | $7,997+178.9% | $6,507+242.7% |
| Admin fee / account holder | $125 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |