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 | $63,162 | $157,256-59.8% | $141,162-55.3% | $152,861-58.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,972 | $5,261-62.5% | $4,735-58.4% | $4,762-58.6% |
| Participant deferral / active EE | $7,967 | $7,109+12.1% | $6,709+18.8% | $5,850+36.2% |
| Admin fee / account holder | $37 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |