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 | $57,969 | $214,378-73.0% | $200,582-71.1% | $142,382-59.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.43% | 46.41%-22.0pp | 42.33%-17.9pp | 217.08%-192.6pp |
| Employer contribution / active EE | $4,841 | $6,841-29.2% | $6,419-24.6% | $4,299+12.6% |
| Participant deferral / active EE | $8,362 | $9,865-15.2% | $9,331-10.4% | $6,507+28.5% |
| Admin fee / account holder | $2 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |