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 4-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 | $38,050 | $185,822-79.5% | $169,993-77.6% | $139,434-72.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 54.22% | 60.50%-6.3pp | 53.37%+0.9pp | 372.94%-318.7pp |
| Employer contribution / active EE | $1,495 | $7,590-80.3% | $6,785-78.0% | $4,751-68.5% |
| Participant deferral / active EE | $15,405 | $11,622+32.6% | $10,408+48.0% | $6,710+129.6% |
| Admin fee / account holder | $81 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |