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 10-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 | $60,697 | $106,890-43.2% | $84,015-27.8% | $152,861-60.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 18.82% | 104.99%-86.2pp | 71.31%-52.5pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,758 | $2,734+0.9% | $1,983+39.1% | $4,762-42.1% |
| Participant deferral / active EE | $6,174 | $4,011+53.9% | $3,239+90.6% | $5,850+5.5% |
| Admin fee / account holder | $239 | $8,285-97.1% | $6,101-96.1% | $11,596-97.9% |