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 7-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 | $44,406 | $111,724-60.3% | $93,606-52.6% | $145,922-69.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 25.03% | 202.98%-178.0pp | 133.20%-108.2pp | 561.29%-536.3pp |
| Employer contribution / active EE | $572 | $3,090-81.5% | $2,420-76.4% | $4,660-87.7% |
| Participant deferral / active EE | $6,434 | $4,912+31.0% | $4,411+45.8% | $6,688-3.8% |
| Admin fee / account holder | $104 | $10,250-99.0% | $8,285-98.7% | $13,397-99.2% |