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 | $45,104 | $142,405-68.3% | $115,157-60.8% | $152,861-70.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 33.37% | 41.48%-8.1pp | 35.60%-2.2pp | 345.32%-311.9pp |
| Employer contribution / active EE | $9,941 | $4,010+147.9% | $3,179+212.7% | $4,762+108.8% |
| Participant deferral / active EE | $10,117 | $5,164+95.9% | $4,168+142.7% | $5,850+72.9% |
| Admin fee / account holder | $254 | $8,462-97.0% | $7,088-96.4% | $11,596-97.8% |