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 8-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 | $52,102 | $65,365-20.3% | $92,893-43.9% | $72,985-28.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 70.59% | 42.10%+28.5pp | 109.41%-38.8pp | 81.00%-10.4pp |
| Employer contribution / active EE | $11,133 | $2,594+329.2% | $3,653+204.8% | $2,440+356.3% |
| Participant deferral / active EE | $5,052 | $3,128+61.5% | $4,236+19.3% | $3,607+40.0% |
| Admin fee / account holder | $57 | $4,251-98.7% | $5,794-99.0% | $5,124-98.9% |