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 8-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 | $67,141 | $118,849-43.5% | $96,562-30.5% | $167,490-59.9% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 40.24% | 50.49%-10.2pp | 37.78%+2.5pp | 478.56%-438.3pp |
| Employer contribution / active EE | $2,492 | $3,120-20.1% | $2,356+5.7% | $4,837-48.5% |
| Participant deferral / active EE | $6,655 | $4,616+44.2% | $3,849+72.9% | $6,341+4.9% |
| Admin fee / account holder | $11 | $8,065-99.9% | $6,181-99.8% | $12,309-99.9% |