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 | $58,399 | $133,922-56.4% | $116,228-49.8% | $142,382-59.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.79% | 147.76%-130.0pp | 90.06%-72.3pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,069 | $3,446-10.9% | $2,994+2.5% | $4,299-28.6% |
| Participant deferral / active EE | $12,943 | $5,672+128.2% | $4,953+161.3% | $6,507+98.9% |
| Admin fee / account holder | $243 | $14,945-98.4% | $11,989-98.0% | $12,624-98.1% |