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 | $53,067 | $95,266-44.3% | $82,389-35.6% | $142,382-62.7% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.5%+22.1pp | 80.1%+11.5pp |
| Annual return | 21.27% | 25.74%-4.5pp | 28.67%-7.4pp | 217.08%-195.8pp |
| Employer contribution / active EE | $9,043 | $2,991+202.3% | $2,517+259.3% | $4,299+110.3% |
| Participant deferral / active EE | $8,375 | $4,809+74.2% | $4,155+101.6% | $6,507+28.7% |
| Admin fee / account holder | $18 | $8,563-99.8% | $7,231-99.8% | $12,624-99.9% |