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 | $48,451 | $111,754-56.6% | $103,333-53.1% | $145,922-66.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 15.70% | 24.77%-9.1pp | 24.88%-9.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,909 | $4,212-30.9% | $3,868-24.8% | $4,660-37.6% |
| Participant deferral / active EE | $8,944 | $5,619+59.2% | $5,057+76.8% | $6,688+33.7% |
| Admin fee / account holder | $181 | $9,750-98.1% | $8,355-97.8% | $13,397-98.6% |