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 | $53,762 | $177,572-69.7% | $154,803-65.3% | $142,382-62.2% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.1%+16.7pp | 80.1%+14.6pp |
| Annual return | 22.40% | 65.07%-42.7pp | 58.88%-36.5pp | 217.08%-194.7pp |
| Employer contribution / active EE | $5,495 | $4,810+14.2% | $4,305+27.6% | $4,299+27.8% |
| Participant deferral / active EE | $9,545 | $6,272+52.2% | $5,540+72.3% | $6,507+46.7% |
| Admin fee / account holder | $8 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |