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 | $60,107 | $99,877-39.8% | $84,966-29.3% | $145,922-58.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.85% | 83.76%-59.9pp | 66.38%-42.5pp | 561.29%-537.4pp |
| Employer contribution / active EE | $6,239 | $3,231+93.1% | $2,727+128.8% | $4,660+33.9% |
| Participant deferral / active EE | $10,833 | $5,291+104.8% | $4,519+139.7% | $6,688+62.0% |
| Admin fee / account holder | $213 | $7,248-97.1% | $6,149-96.5% | $13,397-98.4% |