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 7-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 | $59,052 | $105,931-44.3% | $81,930-27.9% | $158,922-62.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 42.16% | 38.17%+4.0pp | 29.49%+12.7pp | 302.83%-260.7pp |
| Employer contribution / active EE | $15,263 | $7,800+95.7% | $4,310+254.1% | $4,761+220.6% |
| Participant deferral / active EE | $34,819 | $13,003+167.8% | $7,107+389.9% | $5,982+482.1% |
| Admin fee / account holder | $69 | $8,489-99.2% | $5,158-98.7% | $11,246-99.4% |