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 | $68,147 | $104,974-35.1% | $95,585-28.7% | $142,382-52.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 23.36% | 210.33%-187.0pp | 38.56%-15.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $3,300 | $2,779+18.8% | $2,527+30.6% | $4,299-23.2% |
| Participant deferral / active EE | $8,338 | $4,352+91.6% | $4,023+107.3% | $6,507+28.1% |
| Admin fee / account holder | $25 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |