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 5-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 | $48,481 | $177,572-72.7% | $154,803-68.7% | $142,382-66.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.62% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,809 | $4,810-41.6% | $4,305-34.8% | $4,299-34.7% |
| Participant deferral / active EE | $6,321 | $6,272+0.8% | $5,540+14.1% | $6,507-2.9% |
| Admin fee / account holder | $258 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |