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 3-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 | $64,578 | $100,773-35.9% | $88,946-27.4% | $142,382-54.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 23.10% | 70.18%-47.1pp | 57.82%-34.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $20,216 | $2,918+592.9% | $2,555+691.3% | $4,299+370.2% |
| Participant deferral / active EE | $7,737 | $5,230+47.9% | $4,581+68.9% | $6,507+18.9% |
| Admin fee / account holder | $86 | $9,693-99.1% | $8,261-99.0% | $12,624-99.3% |