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 | $51,050 | $106,584-52.1% | $101,326-49.6% | $142,382-64.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.09% | 36.93%-17.8pp | 36.82%-17.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,996 | $3,956+1.0% | $3,665+9.0% | $4,299-7.1% |
| Participant deferral / active EE | $10,721 | $8,297+29.2% | $7,994+34.1% | $6,507+64.8% |
| Admin fee / account holder | $8 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |