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 9-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 | $52,460 | $112,096-53.2% | $95,952-45.3% | $158,922-67.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 28.33% | 171.09%-142.8pp | 91.61%-63.3pp | 302.83%-274.5pp |
| Employer contribution / active EE | $4,147 | $3,198+29.7% | $2,541+63.2% | $4,761-12.9% |
| Participant deferral / active EE | $10,791 | $4,784+125.6% | $4,167+159.0% | $5,982+80.4% |
| Admin fee / account holder | $123 | $10,130-98.8% | $6,795-98.2% | $11,246-98.9% |