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 | $69,640 | $133,922-48.0% | $116,228-40.1% | $142,382-51.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.91% | 147.76%-133.9pp | 90.06%-76.1pp | 217.08%-203.2pp |
| Employer contribution / active EE | $899 | $3,446-73.9% | $2,994-70.0% | $4,299-79.1% |
| Participant deferral / active EE | $6,975 | $5,672+23.0% | $4,953+40.8% | $6,507+7.2% |
| Admin fee / account holder | $230 | $14,945-98.5% | $11,989-98.1% | $12,624-98.2% |