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 6-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 | $47,485 | $138,044-65.6% | $125,339-62.1% | $134,475-64.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 13.11% | 750.33%-737.2pp | 572.05%-558.9pp | 417.96%-404.9pp |
| Employer contribution / active EE | $7,912 | $5,243+50.9% | $4,814+64.4% | $4,740+66.9% |
| Participant deferral / active EE | $18,779 | $7,799+140.8% | $7,446+152.2% | $6,400+193.4% |
| Admin fee / account holder | $109 | $11,571-99.1% | $10,010-98.9% | $11,426-99.1% |