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 8-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 | $63,918 | $165,984-61.5% | $164,813-61.2% | $145,922-56.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 13.90% | 100.03%-86.1pp | 69.93%-56.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,905 | $5,273-44.9% | $4,341-33.1% | $4,660-37.7% |
| Participant deferral / active EE | $6,531 | $6,959-6.2% | $6,031+8.3% | $6,688-2.3% |
| Admin fee / account holder | $53 | $16,648-99.7% | $12,690-99.6% | $13,397-99.6% |