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 | $42,632 | $175,202-75.7% | $149,673-71.5% | $139,434-69.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.85% | 166.71%-152.9pp | 134.42%-120.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $8,387 | $5,474+53.2% | $4,818+74.1% | $4,751+76.5% |
| Participant deferral / active EE | $3,834 | $6,519-41.2% | $5,680-32.5% | $6,710-42.9% |
| Admin fee / account holder | $200 | $16,150-98.8% | $13,210-98.5% | $11,403-98.3% |