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 7-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 | $71,544 | $150,187-52.4% | $120,354-40.6% | $145,922-51.0% |
| Participation rate | 70.0% | 78.8%-8.8pp | 71.9%-1.9pp | 80.3%-10.3pp |
| Annual return | 16.89% | 154.07%-137.2pp | 107.15%-90.3pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,426 | $4,348-67.2% | $3,463-58.8% | $4,660-69.4% |
| Participant deferral / active EE | $1,555 | $6,173-74.8% | $4,991-68.8% | $6,688-76.7% |
| Admin fee / account holder | $104 | $12,207-99.1% | $9,423-98.9% | $13,397-99.2% |