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 | $58,809 | $175,202-66.4% | $149,673-60.7% | $139,434-57.8% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 18.97% | 166.71%-147.7pp | 134.42%-115.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,980 | $5,474-63.8% | $4,818-58.9% | $4,751-58.3% |
| Participant deferral / active EE | $6,714 | $6,519+3.0% | $5,680+18.2% | $6,710+0.1% |
| Admin fee / account holder | $89 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |