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 | $51,073 | $140,940-63.8% | $112,229-54.5% | $139,434-63.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.47% | 32.71%-11.2pp | 30.20%-8.7pp | 372.94%-351.5pp |
| Employer contribution / active EE | $9,962 | $4,283+132.6% | $3,430+190.4% | $4,751+109.7% |
| Participant deferral / active EE | $33,834 | $5,874+476.0% | $4,798+605.2% | $6,710+404.2% |
| Admin fee / account holder | $53 | $9,954-99.5% | $7,748-99.3% | $11,403-99.5% |