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 4-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 | $64,660 | $175,202-63.1% | $149,673-56.8% | $139,434-53.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 30.12% | 166.71%-136.6pp | 134.42%-104.3pp | 372.94%-342.8pp |
| Employer contribution / active EE | $2,731 | $5,474-50.1% | $4,818-43.3% | $4,751-42.5% |
| Participant deferral / active EE | $6,154 | $6,519-5.6% | $5,680+8.3% | $6,710-8.3% |
| Admin fee / account holder | $149 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |