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 | $55,831 | $104,974-46.8% | $95,585-41.6% | $142,382-60.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.54% | 210.33%-188.8pp | 38.56%-17.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,200 | $2,779+15.2% | $2,527+26.7% | $4,299-25.6% |
| Participant deferral / active EE | $4,533 | $4,352+4.2% | $4,023+12.7% | $6,507-30.3% |
| Admin fee / account holder | $201 | $6,386-96.9% | $6,127-96.7% | $12,624-98.4% |