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 | $58,374 | $104,974-44.4% | $95,585-38.9% | $142,382-59.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.64% | 210.33%-194.7pp | 38.56%-22.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $673 | $2,779-75.8% | $2,527-73.4% | $4,299-84.3% |
| Participant deferral / active EE | $673 | $4,352-84.5% | $4,023-83.3% | $6,507-89.7% |
| Admin fee / account holder | $239 | $6,386-96.3% | $6,127-96.1% | $12,624-98.1% |