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 | $59,210 | $228,332-74.1% | $185,823-68.1% | $158,922-62.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.33% | 40.80%-15.5pp | 35.95%-10.6pp | 302.83%-277.5pp |
| Employer contribution / active EE | $7,745 | $4,967+55.9% | $4,087+89.5% | $4,761+62.7% |
| Participant deferral / active EE | $13,536 | $6,415+111.0% | $5,632+140.3% | $5,982+126.3% |
| Admin fee / account holder | $186 | $11,864-98.4% | $9,500-98.0% | $11,246-98.3% |