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 10-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 | $58,811 | $112,881-47.9% | $90,951-35.3% | $158,922-63.0% |
| Participation rate | 94.1% | 74.7%+19.4pp | 69.0%+25.1pp | 82.0%+12.2pp |
| Annual return | 12.56% | 215.79%-203.2pp | 134.60%-122.0pp | 302.83%-290.3pp |
| Employer contribution / active EE | $6,446 | $2,893+122.8% | $2,122+203.8% | $4,761+35.4% |
| Participant deferral / active EE | $6,216 | $4,128+50.6% | $3,373+84.3% | $5,982+3.9% |
| Admin fee / account holder | $11 | $8,041-99.9% | $5,959-99.8% | $11,246-99.9% |