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 5-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 | $60,487 | $111,754-45.9% | $103,333-41.5% | $145,922-58.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 14.19% | 24.77%-10.6pp | 24.88%-10.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,017 | $4,212-52.1% | $3,868-47.9% | $4,660-56.7% |
| Participant deferral / active EE | $10,857 | $5,619+93.2% | $5,057+114.7% | $6,688+62.3% |
| Admin fee / account holder | $239 | $9,750-97.5% | $8,355-97.1% | $13,397-98.2% |