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 | $85,759 | $214,378-60.0% | $200,582-57.2% | $142,382-39.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.23% | 46.41%-24.2pp | 42.33%-20.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,338 | $6,841-51.2% | $6,419-48.0% | $4,299-22.4% |
| Participant deferral / active EE | $14,223 | $9,865+44.2% | $9,331+52.4% | $6,507+118.6% |
| Admin fee / account holder | $290 | $17,692-98.4% | $16,305-98.2% | $12,624-97.7% |