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 | $59,005 | $179,726-67.2% | $156,263-62.2% | $142,382-58.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.42% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,717 | $5,069-7.0% | $4,333+8.9% | $4,299+9.7% |
| Participant deferral / active EE | $11,592 | $6,956+66.6% | $6,158+88.2% | $6,507+78.1% |
| Admin fee / account holder | $282 | $17,272-98.4% | $14,255-98.0% | $12,624-97.8% |