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 | $69,888 | $185,822-62.4% | $169,993-58.9% | $139,434-49.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.96% | 60.50%-34.5pp | 53.37%-27.4pp | 372.94%-347.0pp |
| Employer contribution / active EE | $1,448 | $7,590-80.9% | $6,785-78.7% | $4,751-69.5% |
| Participant deferral / active EE | $17,303 | $11,622+48.9% | $10,408+66.3% | $6,710+157.9% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |