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 | $49,537 | $78,422-36.8% | $95,952-48.4% | $79,858-38.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 28.68% | 19.37%+9.3pp | 91.61%-62.9pp | 31.71%-3.0pp |
| Employer contribution / active EE | $4,484 | $1,945+130.5% | $2,541+76.5% | $2,471+81.5% |
| Participant deferral / active EE | $10,980 | $3,440+219.2% | $4,167+163.5% | $3,740+193.6% |
| Admin fee / account holder | $35 | $5,622-99.4% | $6,795-99.5% | $5,306-99.3% |