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 | $57,521 | $102,317-43.8% | $146,958-60.9% | $80,856-28.9% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.2%+0.2pp | 67.6%+14.7pp |
| Annual return | 41.27% | 134.76%-93.5pp | 418.34%-377.1pp | 35.59%+5.7pp |
| Employer contribution / active EE | $4,245 | $3,713+14.3% | $4,933-14.0% | $2,755+54.1% |
| Participant deferral / active EE | $8,044 | $6,644+21.1% | $8,070-0.3% | $4,296+87.3% |
| Admin fee / account holder | $253 | $7,941-96.8% | $12,998-98.1% | $6,918-96.3% |