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 | $42,207 | $96,635-56.3% | $86,612-51.3% | $139,434-69.7% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 19.63% | 106.41%-86.8pp | 591.07%-571.4pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,440 | $3,263-55.9% | $3,022-52.4% | $4,751-69.7% |
| Participant deferral / active EE | $7,086 | $4,836+46.5% | $4,438+59.7% | $6,710+5.6% |
| Admin fee / account holder | $275 | $6,408-95.7% | $5,614-95.1% | $11,403-97.6% |