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 | $62,340 | $117,983-47.2% | $101,794-38.8% | $142,382-56.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.73% | 36.92%-19.2pp | 30.53%-12.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $5,990 | $2,773+116.0% | $2,289+161.7% | $4,299+39.3% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $67 | $10,433-99.4% | $8,777-99.2% | $12,624-99.5% |