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 | $52,656 | $104,974-49.8% | $95,585-44.9% | $142,382-63.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 24.23% | 210.33%-186.1pp | 38.56%-14.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $5,019 | $2,779+80.6% | $2,527+98.6% | $4,299+16.7% |
| Participant deferral / active EE | $11,526 | $4,352+164.8% | $4,023+186.5% | $6,507+77.1% |
| Admin fee / account holder | $133 | $6,386-97.9% | $6,127-97.8% | $12,624-98.9% |