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 | $52,726 | $185,822-71.6% | $169,993-69.0% | $139,434-62.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.49% | 60.50%-34.0pp | 53.37%-26.9pp | 372.94%-346.5pp |
| Employer contribution / active EE | $3,013 | $7,590-60.3% | $6,785-55.6% | $4,751-36.6% |
| Participant deferral / active EE | $8,185 | $11,622-29.6% | $10,408-21.4% | $6,710+22.0% |
| Admin fee / account holder | $200 | $15,381-98.7% | $12,815-98.4% | $11,403-98.3% |