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 | $37,080 | $96,484-61.6% | $75,886-51.1% | $152,861-75.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 52.96% | 33.98%+19.0pp | 30.76%+22.2pp | 345.32%-292.4pp |
| Employer contribution / active EE | $10,799 | $3,309+226.3% | $2,500+331.9% | $4,762+126.8% |
| Participant deferral / active EE | $15,491 | $4,553+240.2% | $3,603+330.0% | $5,850+164.8% |
| Admin fee / account holder | $103 | $8,078-98.7% | $5,418-98.1% | $11,596-99.1% |