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 | $49,005 | $96,484-49.2% | $75,886-35.4% | $152,861-67.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 27.85% | 33.98%-6.1pp | 30.76%-2.9pp | 345.32%-317.5pp |
| Employer contribution / active EE | $2,185 | $3,309-34.0% | $2,500-12.6% | $4,762-54.1% |
| Participant deferral / active EE | $11,369 | $4,553+149.7% | $3,603+215.6% | $5,850+94.3% |
| Admin fee / account holder | $15 | $8,078-99.8% | $5,418-99.7% | $11,596-99.9% |