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 | $72,065 | $100,773-28.5% | $88,946-19.0% | $142,382-49.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.63% | 70.18%-49.5pp | 57.82%-37.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,187 | $2,918+43.5% | $2,555+63.9% | $4,299-2.6% |
| Participant deferral / active EE | $9,873 | $5,230+88.8% | $4,581+115.5% | $6,507+51.7% |
| Admin fee / account holder | $257 | $9,693-97.3% | $8,261-96.9% | $12,624-98.0% |