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 9-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 | $39,940 | $152,587-73.8% | $125,175-68.1% | $152,861-73.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.35% | 54.84%-34.5pp | 43.79%-23.4pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,255 | $4,946-34.2% | $3,865-15.8% | $4,762-31.6% |
| Participant deferral / active EE | $8,567 | $5,868+46.0% | $4,937+73.5% | $5,850+46.4% |
| Admin fee / account holder | $167 | $13,434-98.8% | $9,702-98.3% | $11,596-98.6% |