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 | $79,010 | $70,606+11.9% | $53,898+46.6% | $142,382-44.5% |
| Participation rate | 87.5% | 63.7%+23.8pp | 55.0%+32.5pp | 80.1%+7.4pp |
| Annual return | 12.47% | 619.81%-607.3pp | 528.60%-516.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,341 | $1,202+178.0% | $932+258.5% | $4,299-22.3% |
| Participant deferral / active EE | $9,611 | $2,364+306.6% | $1,826+426.3% | $6,507+47.7% |
| Admin fee / account holder | $191 | $2,852-93.3% | $2,491-92.3% | $12,624-98.5% |