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 | $49,547 | $114,381-56.7% | $107,525-53.9% | $142,382-65.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.34% | 242.71%-219.4pp | 181.32%-158.0pp | 217.08%-193.7pp |
| Employer contribution / active EE | $5,256 | $4,015+30.9% | $3,754+40.0% | $4,299+22.3% |
| Participant deferral / active EE | $16,000 | $5,564+187.6% | $5,116+212.8% | $6,507+145.9% |
| Admin fee / account holder | $184 | $9,860-98.1% | $8,919-97.9% | $12,624-98.5% |