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 | $46,587 | $217,402-78.6% | $185,823-74.9% | $167,490-72.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 27.03% | 148.36%-121.3pp | 122.05%-95.0pp | 478.56%-451.5pp |
| Employer contribution / active EE | $3,369 | $5,873-42.6% | $5,167-34.8% | $4,837-30.4% |
| Participant deferral / active EE | $13,224 | $6,356+108.0% | $5,568+137.5% | $6,341+108.5% |
| Admin fee / account holder | $12 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |