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 | $29,527 | $107,334-72.5% | $92,893-68.2% | $152,861-80.7% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 18.69% | 145.58%-126.9pp | 109.41%-90.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $14,725 | $4,221+248.9% | $3,653+303.1% | $4,762+209.2% |
| Participant deferral / active EE | $5,598 | $4,845+15.6% | $4,236+32.2% | $5,850-4.3% |
| Admin fee / account holder | $21 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |