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 | $71,133 | $106,584-33.3% | $101,326-29.8% | $142,382-50.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 102.65% | 36.93%+65.7pp | 36.82%+65.8pp | 217.08%-114.4pp |
| Employer contribution / active EE | $4,224 | $3,956+6.8% | $3,665+15.3% | $4,299-1.7% |
| Participant deferral / active EE | $12,915 | $8,297+55.7% | $7,994+61.6% | $6,507+98.5% |
| Admin fee / account holder | $51 | $11,446-99.6% | $11,185-99.5% | $12,624-99.6% |