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 8-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 | $49,824 | $227,553-78.1% | $189,557-73.7% | $167,490-70.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.95% | 78.40%-64.5pp | 64.17%-50.2pp | 478.56%-464.6pp |
| Employer contribution / active EE | $5,203 | $5,316-2.1% | $4,412+17.9% | $4,837+7.6% |
| Participant deferral / active EE | $13,307 | $7,002+90.0% | $6,174+115.5% | $6,341+109.8% |
| Admin fee / account holder | $230 | $11,878-98.1% | $9,807-97.7% | $12,309-98.1% |