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 | $53,913 | $214,378-74.9% | $200,582-73.1% | $142,382-62.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 35.20% | 46.41%-11.2pp | 42.33%-7.1pp | 217.08%-181.9pp |
| Employer contribution / active EE | $25,724 | $6,841+276.0% | $6,419+300.8% | $4,299+498.3% |
| Participant deferral / active EE | $13,272 | $9,865+34.5% | $9,331+42.2% | $6,507+104.0% |
| Admin fee / account holder | $292 | $17,692-98.3% | $16,305-98.2% | $12,624-97.7% |