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 | $57,851 | $209,411-72.4% | $178,490-67.6% | $158,922-63.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.66% | 188.75%-158.1pp | 151.07%-120.4pp | 302.83%-272.2pp |
| Employer contribution / active EE | $1,456 | $5,706-74.5% | $5,011-71.0% | $4,761-69.4% |
| Participant deferral / active EE | $7,250 | $5,954+21.8% | $5,202+39.4% | $5,982+21.2% |
| Admin fee / account holder | $34 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |