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 4-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 | $59,235 | $74,888-20.9% | $71,209-16.8% | $142,382-58.4% |
| Participation rate | 73.3% | 76.2%-2.9pp | 73.8%-0.4pp | 80.1%-6.8pp |
| Annual return | 57.49% | 345.14%-287.6pp | 282.51%-225.0pp | 217.08%-159.6pp |
| Employer contribution / active EE | $2,845 | $2,854-0.3% | $2,721+4.5% | $4,299-33.8% |
| Participant deferral / active EE | $7,924 | $4,454+77.9% | $4,175+89.8% | $6,507+21.8% |
| Admin fee / account holder | $135 | $5,568-97.6% | $5,349-97.5% | $12,624-98.9% |