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 7-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 | $54,421 | $175,202-68.9% | $149,673-63.6% | $139,434-61.0% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 25.78% | 166.71%-140.9pp | 134.42%-108.6pp | 372.94%-347.2pp |
| Employer contribution / active EE | $2,707 | $5,474-50.6% | $4,818-43.8% | $4,751-43.0% |
| Participant deferral / active EE | $8,190 | $6,519+25.6% | $5,680+44.2% | $6,710+22.0% |
| Admin fee / account holder | $264 | $16,150-98.4% | $13,210-98.0% | $11,403-97.7% |