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 | $69,175 | $104,974-34.1% | $95,585-27.6% | $142,382-51.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 27.44% | 210.33%-182.9pp | 38.56%-11.1pp | 217.08%-189.6pp |
| Employer contribution / active EE | $4,000 | $2,779+44.0% | $2,527+58.3% | $4,299-7.0% |
| Participant deferral / active EE | $18,000 | $4,352+313.6% | $4,023+347.5% | $6,507+176.6% |
| Admin fee / account holder | $259 | $6,386-95.9% | $6,127-95.8% | $12,624-97.9% |