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 | $56,850 | $179,726-68.4% | $156,263-63.6% | $142,382-60.1% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 20.56% | 77.86%-57.3pp | 59.47%-38.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,085 | $5,069-39.1% | $4,333-28.8% | $4,299-28.2% |
| Participant deferral / active EE | $10,013 | $6,956+43.9% | $6,158+62.6% | $6,507+53.9% |
| Admin fee / account holder | $242 | $17,272-98.6% | $14,255-98.3% | $12,624-98.1% |