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 | $54,262 | $97,744-44.5% | $103,476-47.6% | $145,922-62.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.12% | 25.41%-12.3pp | 23.90%-10.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,464 | $4,677-25.9% | $4,672-25.9% | $4,660-25.7% |
| Participant deferral / active EE | $14,730 | $6,603+123.1% | $6,623+122.4% | $6,688+120.2% |
| Admin fee / account holder | $159 | $12,515-98.7% | $9,413-98.3% | $13,397-98.8% |