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 | $39,629 | $107,934-63.3% | $91,989-56.9% | $152,861-74.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 30.93% | 89.24%-58.3pp | 69.02%-38.1pp | 345.32%-314.4pp |
| Employer contribution / active EE | $2,501 | $4,210-40.6% | $3,452-27.5% | $4,762-47.5% |
| Participant deferral / active EE | $13,888 | $6,364+118.2% | $5,923+134.5% | $5,850+137.4% |
| Admin fee / account holder | $83 | $10,520-99.2% | $7,743-98.9% | $11,596-99.3% |