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 | $41,641 | $117,841-64.7% | $102,423-59.3% | $145,922-71.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 20.94% | 31.65%-10.7pp | 29.32%-8.4pp | 561.29%-540.3pp |
| Employer contribution / active EE | $2,581 | $3,615-28.6% | $3,023-14.6% | $4,660-44.6% |
| Participant deferral / active EE | $11,449 | $5,731+99.8% | $5,053+126.6% | $6,688+71.2% |
| Admin fee / account holder | $185 | $13,326-98.6% | $9,451-98.0% | $13,397-98.6% |