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 | $57,608 | $84,696-32.0% | $75,696-23.9% | $167,490-65.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 36.60% | 199.36%-162.8pp | 104.53%-67.9pp | 478.56%-442.0pp |
| Employer contribution / active EE | $21,011 | $3,230+550.6% | $2,743+666.1% | $4,837+334.3% |
| Participant deferral / active EE | $12,075 | $4,580+163.7% | $3,821+216.0% | $6,341+90.4% |
| Admin fee / account holder | $189 | $5,355-96.5% | $3,619-94.8% | $12,309-98.5% |