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 | $61,031 | $173,345-64.8% | $136,007-55.1% | $145,922-58.2% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.99% | 1163.32%-1146.3pp | 579.32%-562.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $4,701 | $5,278-10.9% | $4,217+11.5% | $4,660+0.9% |
| Participant deferral / active EE | $5,058 | $8,699-41.9% | $7,025-28.0% | $6,688-24.4% |
| Admin fee / account holder | $4 | $9,954-100.0% | $6,858-99.9% | $13,397-100.0% |