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 | $36,199 | $148,534-75.6% | $135,903-73.4% | $139,434-74.0% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 38.41% | 79.19%-40.8pp | 68.23%-29.8pp | 372.94%-334.5pp |
| Employer contribution / active EE | $7,541 | $5,243+43.8% | $4,856+55.3% | $4,751+58.7% |
| Participant deferral / active EE | $12,105 | $8,100+49.4% | $7,758+56.0% | $6,710+80.4% |
| Admin fee / account holder | $210 | $12,400-98.3% | $10,762-98.1% | $11,403-98.2% |