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 | $41,957 | $114,381-63.3% | $107,525-61.0% | $142,382-70.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.04% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $11,403 | $4,015+184.0% | $3,754+203.8% | $4,299+165.2% |
| Participant deferral / active EE | $32,096 | $5,564+476.8% | $5,116+527.4% | $6,507+393.2% |
| Admin fee / account holder | $250 | $9,860-97.5% | $8,919-97.2% | $12,624-98.0% |