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 | $45,206 | $111,754-59.5% | $103,333-56.3% | $145,922-69.0% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 13.11% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,756 | $4,212+12.9% | $3,868+23.0% | $4,660+2.1% |
| Participant deferral / active EE | $8,825 | $5,619+57.1% | $5,057+74.5% | $6,688+32.0% |
| Admin fee / account holder | $230 | $9,750-97.6% | $8,355-97.2% | $13,397-98.3% |