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 | $60,505 | $124,319-51.3% | $111,297-45.6% | $167,490-63.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.29% | 37.44%-25.1pp | 54.65%-42.4pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,873 | $3,435-45.5% | $2,731-31.4% | $4,837-61.3% |
| Participant deferral / active EE | $6,528 | $5,180+26.0% | $4,487+45.5% | $6,341+2.9% |
| Admin fee / account holder | -$1,289 | $10,618-112.1% | $7,964-116.2% | $12,309-110.5% |