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 | $65,535 | $104,974-37.6% | $95,585-31.4% | $142,382-54.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.27% | 210.33%-191.1pp | 38.56%-19.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $9,541 | $2,779+243.4% | $2,527+277.6% | $4,299+121.9% |
| Participant deferral / active EE | $4,577 | $4,352+5.2% | $4,023+13.8% | $6,507-29.7% |
| Admin fee / account holder | $18 | $6,386-99.7% | $6,127-99.7% | $12,624-99.9% |