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 5-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 | $60,701 | $102,317-40.7% | $146,958-58.7% | $80,856-24.9% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.2%-10.2pp | 67.6%+4.4pp |
| Annual return | 14.67% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,684 | $3,713-0.8% | $4,933-25.3% | $2,755+33.7% |
| Participant deferral / active EE | $7,141 | $6,644+7.5% | $8,070-11.5% | $4,296+66.2% |
| Admin fee / account holder | $123 | $7,941-98.4% | $12,998-99.1% | $6,918-98.2% |