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 | $42,570 | $154,117-72.4% | $129,995-67.3% | $139,434-69.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 23.68% | 32.48%-8.8pp | -137.18%+160.9pp | 372.94%-349.3pp |
| Employer contribution / active EE | $6,152 | $5,289+16.3% | $4,320+42.4% | $4,751+29.5% |
| Participant deferral / active EE | $11,832 | $6,710+76.3% | $5,820+103.3% | $6,710+76.3% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |