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 | $48,640 | $99,877-51.3% | $84,966-42.8% | $145,922-66.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.46% | 83.76%-67.3pp | 66.38%-49.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,180 | $3,231-1.6% | $2,727+16.6% | $4,660-31.8% |
| Participant deferral / active EE | $8,834 | $5,291+67.0% | $4,519+95.5% | $6,688+32.1% |
| Admin fee / account holder | $183 | $7,248-97.5% | $6,149-97.0% | $13,397-98.6% |