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 | $47,650 | $148,534-67.9% | $135,903-64.9% | $139,434-65.8% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 22.13% | 79.19%-57.1pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $4,102 | $5,243-21.8% | $4,856-15.5% | $4,751-13.7% |
| Participant deferral / active EE | $8,750 | $8,100+8.0% | $7,758+12.8% | $6,710+30.4% |
| Admin fee / account holder | $90 | $12,400-99.3% | $10,762-99.2% | $11,403-99.2% |