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 | $58,045 | $133,922-56.7% | $116,228-50.1% | $142,382-59.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 12.07% | 147.76%-135.7pp | 90.06%-78.0pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,027 | $3,446-12.1% | $2,994+1.1% | $4,299-29.6% |
| Participant deferral / active EE | $7,743 | $5,672+36.5% | $4,953+56.3% | $6,507+19.0% |
| Admin fee / account holder | $299 | $14,945-98.0% | $11,989-97.5% | $12,624-97.6% |