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 | $69,620 | $104,974-33.7% | $95,585-27.2% | $142,382-51.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.07% | 210.33%-188.3pp | 38.56%-16.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $7,512 | $2,779+170.3% | $2,527+197.3% | $4,299+74.7% |
| Participant deferral / active EE | $10,810 | $4,352+148.4% | $4,023+168.7% | $6,507+66.1% |
| Admin fee / account holder | $13 | $6,386-99.8% | $6,127-99.8% | $12,624-99.9% |