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 | $44,061 | $185,822-76.3% | $169,993-74.1% | $139,434-68.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.82% | 60.50%-41.7pp | 53.37%-34.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $3,762 | $7,590-50.4% | $6,785-44.6% | $4,751-20.8% |
| Participant deferral / active EE | $7,113 | $11,622-38.8% | $10,408-31.7% | $6,710+6.0% |
| Admin fee / account holder | $156 | $15,381-99.0% | $12,815-98.8% | $11,403-98.6% |