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 3-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 | $41,497 | $104,974-60.5% | $95,585-56.6% | $142,382-70.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 24.90% | 210.33%-185.4pp | 38.56%-13.7pp | 217.08%-192.2pp |
| Employer contribution / active EE | $4,300 | $2,779+54.8% | $2,527+70.2% | $4,2990% |
| Participant deferral / active EE | $7,103 | $4,352+63.2% | $4,023+76.6% | $6,507+9.2% |
| Admin fee / account holder | $18 | $6,386-99.7% | $6,127-99.7% | $12,624-99.9% |