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 5-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 | $60,641 | $114,381-47.0% | $107,525-43.6% | $142,382-57.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.51% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $8,308 | $4,015+106.9% | $3,754+121.3% | $4,299+93.2% |
| Participant deferral / active EE | $4,512 | $5,564-18.9% | $5,116-11.8% | $6,507-30.7% |
| Admin fee / account holder | $149 | $9,860-98.5% | $8,919-98.3% | $12,624-98.8% |