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 6-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 | $58,550 | $107,452-45.5% | $91,541-36.0% | $142,382-58.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.29% | 22.06%-5.8pp | 20.50%-4.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $5,170 | $2,994+72.7% | $2,505+106.4% | $4,299+20.3% |
| Participant deferral / active EE | $3,000 | $4,754-36.9% | $4,008-25.1% | $6,507-53.9% |
| Admin fee / account holder | $248 | $8,834-97.2% | $6,956-96.4% | $12,624-98.0% |