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 5-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 | $104,526 | $124,281-15.9% | $109,143-4.2% | $167,490-37.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 22.75% | 26.04%-3.3pp | 25.75%-3.0pp | 478.56%-455.8pp |
| Employer contribution / active EE | $3,646 | $4,207-13.3% | $3,722-2.0% | $4,837-24.6% |
| Participant deferral / active EE | $9,524 | $5,255+81.2% | $4,653+104.7% | $6,341+50.2% |
| Admin fee / account holder | $23 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |