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 | $69,013 | $95,266-27.6% | $82,389-16.2% | $142,382-51.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.89% | 25.74%-5.8pp | 28.67%-8.8pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,084 | $2,991+3.1% | $2,517+22.5% | $4,299-28.3% |
| Participant deferral / active EE | $16,709 | $4,809+247.4% | $4,155+302.2% | $6,507+156.8% |
| Admin fee / account holder | $262 | $8,563-96.9% | $7,231-96.4% | $12,624-97.9% |