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 10-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 | $67,576 | $107,334-37.0% | $92,893-27.3% | $152,861-55.8% |
| Participation rate | 85.0% | 79.8%+5.2pp | 76.0%+9.0pp | 82.4%+2.6pp |
| Annual return | 23.11% | 145.58%-122.5pp | 109.41%-86.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,921 | $4,221-30.8% | $3,653-20.0% | $4,762-38.7% |
| Participant deferral / active EE | $5,238 | $4,845+8.1% | $4,236+23.6% | $5,850-10.5% |
| Admin fee / account holder | $132 | $7,079-98.1% | $5,794-97.7% | $11,596-98.9% |