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 | $48,718 | $159,602-69.5% | $150,045-67.5% | $142,382-65.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.41% | 70.24%-46.8pp | 62.55%-39.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $4,035 | $4,961-18.7% | $4,693-14.0% | $4,299-6.1% |
| Participant deferral / active EE | $12,677 | $8,310+52.6% | $7,997+58.5% | $6,507+94.8% |
| Admin fee / account holder | $183 | $14,846-98.8% | $13,435-98.6% | $12,624-98.6% |