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 | $57,672 | $111,754-48.4% | $103,333-44.2% | $145,922-60.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 18.06% | 24.77%-6.7pp | 24.88%-6.8pp | 561.29%-543.2pp |
| Employer contribution / active EE | $3,811 | $4,212-9.5% | $3,868-1.5% | $4,660-18.2% |
| Participant deferral / active EE | $11,104 | $5,619+97.6% | $5,057+119.6% | $6,688+66.0% |
| Admin fee / account holder | $276 | $9,750-97.2% | $8,355-96.7% | $13,397-97.9% |