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 5-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 | $100,874 | $117,983-14.5% | $101,794-0.9% | $142,382-29.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 23.91% | 36.92%-13.0pp | 30.53%-6.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $921 | $2,773-66.8% | $2,289-59.8% | $4,299-78.6% |
| Participant deferral / active EE | $8,131 | $4,714+72.5% | $4,084+99.1% | $6,507+25.0% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |