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 | $46,168 | $159,602-71.1% | $150,045-69.2% | $142,382-67.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 30.26% | 70.24%-40.0pp | 62.55%-32.3pp | 217.08%-186.8pp |
| Employer contribution / active EE | $5,361 | $4,961+8.1% | $4,693+14.2% | $4,299+24.7% |
| Participant deferral / active EE | $17,857 | $8,310+114.9% | $7,997+123.3% | $6,507+174.4% |
| Admin fee / account holder | $253 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |