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 6-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 | $41,909 | $148,534-71.8% | $135,903-69.2% | $139,434-69.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.19% | 79.19%-43.0pp | 68.23%-32.0pp | 372.94%-336.8pp |
| Employer contribution / active EE | $5,014 | $5,243-4.4% | $4,856+3.2% | $4,751+5.5% |
| Participant deferral / active EE | $13,850 | $8,100+71.0% | $7,758+78.5% | $6,710+106.4% |
| Admin fee / account holder | $50 | $12,400-99.6% | $10,762-99.5% | $11,403-99.6% |