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 8-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 | $63,504 | $118,849-46.6% | $96,562-34.2% | $167,490-62.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 27.82% | 50.49%-22.7pp | 37.78%-10.0pp | 478.56%-450.7pp |
| Employer contribution / active EE | $1,697 | $3,120-45.6% | $2,356-28.0% | $4,837-64.9% |
| Participant deferral / active EE | $5,571 | $4,616+20.7% | $3,849+44.8% | $6,341-12.1% |
| Admin fee / account holder | $29 | $8,065-99.6% | $6,181-99.5% | $12,309-99.8% |