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 | $60,301 | $157,256-61.7% | $141,162-57.3% | $152,861-60.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 17.27% | 64.32%-47.0pp | 71.39%-54.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $3,130 | $5,261-40.5% | $4,735-33.9% | $4,762-34.3% |
| Participant deferral / active EE | $6,286 | $7,109-11.6% | $6,709-6.3% | $5,850+7.4% |
| Admin fee / account holder | $251 | $12,120-97.9% | $10,261-97.6% | $11,596-97.8% |