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 6-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 | $62,940 | $150,187-58.1% | $120,354-47.7% | $145,922-56.9% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 15.98% | 154.07%-138.1pp | 107.15%-91.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,916 | $4,348-55.9% | $3,463-44.7% | $4,660-58.9% |
| Participant deferral / active EE | $7,614 | $6,173+23.3% | $4,991+52.6% | $6,688+13.8% |
| Admin fee / account holder | $16 | $12,207-99.9% | $9,423-99.8% | $13,397-99.9% |