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 | $64,080 | $209,411-69.4% | $178,490-64.1% | $158,922-59.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.75% | 188.75%-165.0pp | 151.07%-127.3pp | 302.83%-279.1pp |
| Employer contribution / active EE | $22,040 | $5,706+286.2% | $5,011+339.9% | $4,761+362.9% |
| Participant deferral / active EE | $19,500 | $5,954+227.5% | $5,202+274.9% | $5,982+226.0% |
| Admin fee / account holder | $229 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |