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 3-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 | $32,075 | $111,754-71.3% | $103,333-69.0% | $145,922-78.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.87% | 24.77%-9.9pp | 24.88%-10.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $4,957 | $4,212+17.7% | $3,868+28.1% | $4,660+6.4% |
| Participant deferral / active EE | $7,912 | $5,619+40.8% | $5,057+56.4% | $6,688+18.3% |
| Admin fee / account holder | $49 | $9,750-99.5% | $8,355-99.4% | $13,397-99.6% |