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 | $60,886 | $133,922-54.5% | $116,228-47.6% | $142,382-57.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.17% | 147.76%-128.6pp | 90.06%-70.9pp | 217.08%-197.9pp |
| Employer contribution / active EE | $8,622 | $3,446+150.2% | $2,994+187.9% | $4,299+100.5% |
| Participant deferral / active EE | $10,080 | $5,672+77.7% | $4,953+103.5% | $6,507+54.9% |
| Admin fee / account holder | $203 | $14,945-98.6% | $11,989-98.3% | $12,624-98.4% |