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 | $52,676 | $117,841-55.3% | $102,423-48.6% | $145,922-63.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.58% | 31.65%-17.1pp | 29.32%-14.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $5,633 | $3,615+55.8% | $3,023+86.3% | $4,660+20.9% |
| Participant deferral / active EE | $2,817 | $5,731-50.8% | $5,053-44.2% | $6,688-57.9% |
| Admin fee / account holder | $210 | $13,326-98.4% | $9,451-97.8% | $13,397-98.4% |