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 8-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 | $73,069 | $226,064-67.7% | $182,532-60.0% | $152,861-52.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 37.81% | 192.51%-154.7pp | 148.54%-110.7pp | 345.32%-307.5pp |
| Employer contribution / active EE | $18,720 | $4,978+276.0% | $4,076+359.3% | $4,762+293.1% |
| Participant deferral / active EE | $18,720 | $6,368+194.0% | $5,524+238.9% | $5,850+220.0% |
| Admin fee / account holder | $219 | $10,703-98.0% | $8,592-97.5% | $11,596-98.1% |