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 | $54,180 | $115,770-53.2% | $101,248-46.5% | $158,922-65.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.88% | 56.14%-33.3pp | 46.47%-23.6pp | 302.83%-279.9pp |
| Employer contribution / active EE | $5,165 | $4,175+23.7% | $3,660+41.1% | $4,761+8.5% |
| Participant deferral / active EE | $12,793 | $4,957+158.1% | $4,370+192.7% | $5,982+113.9% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |