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 9-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 | $60,041 | $115,770-48.1% | $101,248-40.7% | $158,922-62.2% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 21.69% | 56.14%-34.5pp | 46.47%-24.8pp | 302.83%-281.1pp |
| Employer contribution / active EE | $6,317 | $4,175+51.3% | $3,660+72.6% | $4,761+32.7% |
| Participant deferral / active EE | $6,317 | $4,957+27.4% | $4,370+44.5% | $5,982+5.6% |
| Admin fee / account holder | $243 | $7,245-96.6% | $5,945-95.9% | $11,246-97.8% |