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 | $48,075 | $115,770-58.5% | $101,248-52.5% | $158,922-69.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 26.14% | 56.14%-30.0pp | 46.47%-20.3pp | 302.83%-276.7pp |
| Employer contribution / active EE | $2,487 | $4,175-40.4% | $3,660-32.0% | $4,761-47.8% |
| Participant deferral / active EE | $15,614 | $4,957+215.0% | $4,370+257.3% | $5,982+161.0% |
| Admin fee / account holder | $18 | $7,245-99.8% | $5,945-99.7% | $11,246-99.8% |