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 | $70,850 | $110,502-35.9% | $80,716-12.2% | $167,490-57.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 23.88% | 120.54%-96.7pp | 87.28%-63.4pp | 478.56%-454.7pp |
| Employer contribution / active EE | $11,937 | $1,543+673.8% | $1,160+929.0% | $4,837+146.8% |
| Participant deferral / active EE | $9,719 | $2,871+238.5% | $2,146+352.9% | $6,341+53.3% |
| Admin fee / account holder | $296 | $4,545-93.5% | $3,380-91.2% | $12,309-97.6% |