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 | $65,126 | $175,202-62.8% | $149,673-56.5% | $139,434-53.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 25.47% | 166.71%-141.2pp | 134.42%-108.9pp | 372.94%-347.5pp |
| Employer contribution / active EE | $1,814 | $5,474-66.9% | $4,818-62.4% | $4,751-61.8% |
| Participant deferral / active EE | $7,625 | $6,519+17.0% | $5,680+34.2% | $6,710+13.6% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |