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 | $62,320 | $148,534-58.0% | $135,903-54.1% | $139,434-55.3% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 64.34% | 79.19%-14.9pp | 68.23%-3.9pp | 372.94%-308.6pp |
| Employer contribution / active EE | $12,674 | $5,243+141.7% | $4,856+161.0% | $4,751+166.8% |
| Participant deferral / active EE | $15,453 | $8,100+90.8% | $7,758+99.2% | $6,710+130.3% |
| Admin fee / account holder | $211 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |