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 6-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 | $58,568 | $148,534-60.6% | $135,903-56.9% | $139,434-58.0% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 22.31% | 79.19%-56.9pp | 68.23%-45.9pp | 372.94%-350.6pp |
| Employer contribution / active EE | $6,195 | $5,243+18.1% | $4,856+27.6% | $4,751+30.4% |
| Participant deferral / active EE | $15,159 | $8,100+87.1% | $7,758+95.4% | $6,710+125.9% |
| Admin fee / account holder | $193 | $12,400-98.4% | $10,762-98.2% | $11,403-98.3% |