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 9-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 | $23,788 | $117,381-79.7% | $99,443-76.1% | $152,861-84.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 39.22% | 31.87%+7.4pp | 30.72%+8.5pp | 345.32%-306.1pp |
| Employer contribution / active EE | $7,545 | $3,013+150.4% | $2,540+197.1% | $4,762+58.4% |
| Participant deferral / active EE | $13,653 | $4,086+234.1% | $3,619+277.3% | $5,850+133.4% |
| Admin fee / account holder | $72 | $7,631-99.1% | $6,250-98.9% | $11,596-99.4% |