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 | $68,555 | $100,773-32.0% | $88,946-22.9% | $142,382-51.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.91% | 70.18%-47.3pp | 57.82%-34.9pp | 217.08%-194.2pp |
| Employer contribution / active EE | $5,969 | $2,918+104.6% | $2,555+133.6% | $4,299+38.8% |
| Participant deferral / active EE | $8,110 | $5,230+55.1% | $4,581+77.0% | $6,507+24.6% |
| Admin fee / account holder | $194 | $9,693-98.0% | $8,261-97.7% | $12,624-98.5% |