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 | $61,666 | $86,929-29.1% | $102,423-39.8% | $80,856-23.7% |
| Participation rate | 72.7% | 72.4%+0.4pp | 76.5%-3.8pp | 67.6%+5.1pp |
| Annual return | 97.04% | 18.88%+78.2pp | 29.32%+67.7pp | 35.59%+61.4pp |
| Employer contribution / active EE | $2,431 | $2,369+2.6% | $3,023-19.6% | $2,755-11.8% |
| Participant deferral / active EE | $3,678 | $4,118-10.7% | $5,053-27.2% | $4,296-14.4% |
| Admin fee / account holder | $235 | $8,049-97.1% | $9,451-97.5% | $6,918-96.6% |