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 | $47,494 | $104,974-54.8% | $95,585-50.3% | $142,382-66.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 24.21% | 210.33%-186.1pp | 38.56%-14.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $2,348 | $2,779-15.5% | $2,527-7.1% | $4,299-45.4% |
| Participant deferral / active EE | $5,430 | $4,352+24.8% | $4,023+35.0% | $6,507-16.5% |
| Admin fee / account holder | $40 | $6,386-99.4% | $6,127-99.3% | $12,624-99.7% |