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 | $65,273 | $183,519-64.4% | $155,509-58.0% | $145,922-55.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.19% | 61.17%-42.0pp | 64.67%-45.5pp | 561.29%-542.1pp |
| Employer contribution / active EE | $2,200 | $5,313-58.6% | $4,672-52.9% | $4,660-52.8% |
| Participant deferral / active EE | $6,442 | $6,462-0.3% | $5,626+14.5% | $6,688-3.7% |
| Admin fee / account holder | $231 | $19,313-98.8% | $15,912-98.5% | $13,397-98.3% |