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 | $61,641 | $100,773-38.8% | $88,946-30.7% | $142,382-56.7% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 22.43% | 70.18%-47.7pp | 57.82%-35.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $7,790 | $2,918+167.0% | $2,555+204.9% | $4,299+81.2% |
| Participant deferral / active EE | $14,449 | $5,230+176.3% | $4,581+215.4% | $6,507+122.0% |
| Admin fee / account holder | $202 | $9,693-97.9% | $8,261-97.6% | $12,624-98.4% |