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 | $59,336 | $159,602-62.8% | $150,045-60.5% | $142,382-58.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.20% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,975 | $4,961-19.9% | $4,693-15.3% | $4,299-7.5% |
| Participant deferral / active EE | $22,705 | $8,310+173.2% | $7,997+183.9% | $6,507+248.9% |
| Admin fee / account holder | $278 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |