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 | $44,798 | $209,411-78.6% | $178,490-74.9% | $158,922-71.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.77% | 188.75%-166.0pp | 151.07%-128.3pp | 302.83%-280.1pp |
| Employer contribution / active EE | $4,264 | $5,706-25.3% | $5,011-14.9% | $4,761-10.4% |
| Participant deferral / active EE | $10,905 | $5,954+83.1% | $5,202+109.6% | $5,982+82.3% |
| Admin fee / account holder | $108 | $17,074-99.4% | $13,984-99.2% | $11,246-99.0% |