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 | $40,773 | $159,602-74.5% | $150,045-72.8% | $142,382-71.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.85% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,971 | $4,961-40.1% | $4,693-36.7% | $4,299-30.9% |
| Participant deferral / active EE | $6,239 | $8,310-24.9% | $7,997-22.0% | $6,507-4.1% |
| Admin fee / account holder | $263 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |