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 | $58,317 | $157,256-62.9% | $141,162-58.7% | $152,861-61.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.92% | 64.32%-42.4pp | 71.39%-49.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $9,842 | $5,261+87.1% | $4,735+107.9% | $4,762+106.7% |
| Participant deferral / active EE | $8,798 | $7,109+23.8% | $6,709+31.1% | $5,850+50.4% |
| Admin fee / account holder | $185 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |