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 | $74,804 | $100,773-25.8% | $88,946-15.9% | $142,382-47.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.01% | 70.18%-50.2pp | 57.82%-37.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,180 | $2,918+9.0% | $2,555+24.5% | $4,299-26.0% |
| Participant deferral / active EE | $13,251 | $5,230+153.4% | $4,581+189.2% | $6,507+103.6% |
| Admin fee / account holder | $273 | $9,693-97.2% | $8,261-96.7% | $12,624-97.8% |