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 5-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 | $60,986 | $115,770-47.3% | $101,248-39.8% | $158,922-61.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 30.47% | 56.14%-25.7pp | 46.47%-16.0pp | 302.83%-272.4pp |
| Employer contribution / active EE | $3,918 | $4,175-6.2% | $3,660+7.1% | $4,761-17.7% |
| Participant deferral / active EE | $11,805 | $4,957+138.1% | $4,370+170.1% | $5,982+97.3% |
| Admin fee / account holder | $193 | $7,245-97.3% | $5,945-96.7% | $11,246-98.3% |