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 | $64,296 | $165,984-61.3% | $164,813-61.0% | $145,922-55.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 26.08% | 100.03%-74.0pp | 69.93%-43.8pp | 561.29%-535.2pp |
| Employer contribution / active EE | $3,974 | $5,273-24.6% | $4,341-8.4% | $4,660-14.7% |
| Participant deferral / active EE | $14,734 | $6,959+111.7% | $6,031+144.3% | $6,688+120.3% |
| Admin fee / account holder | $257 | $16,648-98.5% | $12,690-98.0% | $13,397-98.1% |