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 | $71,054 | $148,534-52.2% | $135,903-47.7% | $139,434-49.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.07% | 79.19%-60.1pp | 68.23%-49.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $14,820 | $5,243+182.7% | $4,856+205.2% | $4,751+212.0% |
| Participant deferral / active EE | $10,919 | $8,100+34.8% | $7,758+40.8% | $6,710+62.7% |
| Admin fee / account holder | $258 | $12,400-97.9% | $10,762-97.6% | $11,403-97.7% |