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 | $62,298 | $115,770-46.2% | $101,248-38.5% | $158,922-60.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 15.34% | 56.14%-40.8pp | 46.47%-31.1pp | 302.83%-287.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,054 | $4,957+42.3% | $4,370+61.4% | $5,982+17.9% |
| Admin fee / account holder | $31 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |