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 | $71,548 | $85,022-15.8% | $70,515+1.5% | $139,434-48.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 24.58% | 30.38%-5.8pp | 32.77%-8.2pp | 372.94%-348.4pp |
| Employer contribution / active EE | $5,434 | $3,909+39.0% | $2,973+82.8% | $4,751+14.4% |
| Participant deferral / active EE | $21,642 | $5,890+267.4% | $4,567+373.9% | $6,710+222.5% |
| Admin fee / account holder | $92 | $8,906-99.0% | $6,412-98.6% | $11,403-99.2% |