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 | $52,815 | $159,602-66.9% | $150,045-64.8% | $142,382-62.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.81% | 70.24%-47.4pp | 62.55%-39.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,992 | $4,961-59.8% | $4,693-57.6% | $4,299-53.7% |
| Participant deferral / active EE | $12,457 | $8,310+49.9% | $7,997+55.8% | $6,507+91.4% |
| Admin fee / account holder | $238 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |