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 | $79,447 | $201,272-60.5% | $184,203-56.9% | $145,922-45.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 33.76% | 29.00%+4.8pp | 28.81%+4.9pp | 561.29%-527.5pp |
| Employer contribution / active EE | $3,870 | $7,022-44.9% | $6,427-39.8% | $4,660-16.9% |
| Participant deferral / active EE | $18,200 | $9,806+85.6% | $9,131+99.3% | $6,688+172.1% |
| Admin fee / account holder | $60 | $16,364-99.6% | $13,901-99.6% | $13,397-99.5% |