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 | $57,549 | $114,381-49.7% | $107,525-46.5% | $142,382-59.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.31% | 242.71%-221.4pp | 181.32%-160.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $4,531 | $4,015+12.9% | $3,754+20.7% | $4,299+5.4% |
| Participant deferral / active EE | $10,302 | $5,564+85.1% | $5,116+101.4% | $6,507+58.3% |
| Admin fee / account holder | $53 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |