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 | $85,487 | $118,680-28.0% | $98,907-13.6% | $158,922-46.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 29.02% | 372.35%-343.3pp | 196.43%-167.4pp | 302.83%-273.8pp |
| Employer contribution / active EE | $7,118 | $3,333+113.6% | $2,689+164.7% | $4,761+49.5% |
| Participant deferral / active EE | $20,629 | $5,088+305.5% | $4,244+386.0% | $5,982+244.8% |
| Admin fee / account holder | $10 | $10,131-99.9% | $6,642-99.9% | $11,246-99.9% |