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 | $57,375 | $176,056-67.4% | $159,436-64.0% | $167,490-65.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.99% | 331.75%-303.8pp | 263.57%-235.6pp | 478.56%-450.6pp |
| Employer contribution / active EE | $2,678 | $5,297-49.4% | $4,829-44.5% | $4,837-44.6% |
| Participant deferral / active EE | $13,139 | $7,750+69.5% | $7,352+78.7% | $6,341+107.2% |
| Admin fee / account holder | $46 | $12,554-99.6% | $10,799-99.6% | $12,309-99.6% |