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 7-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 | $62,965 | $183,519-65.7% | $155,509-59.5% | $145,922-56.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.36% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,718 | $5,313-67.7% | $4,672-63.2% | $4,660-63.1% |
| Participant deferral / active EE | $10,656 | $6,462+64.9% | $5,626+89.4% | $6,688+59.3% |
| Admin fee / account holder | $257 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |