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 | $44,068 | $197,591-77.7% | $177,821-75.2% | $158,922-72.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 34.15% | 58.76%-24.6pp | 48.32%-14.2pp | 302.83%-268.7pp |
| Employer contribution / active EE | $2,209 | $6,697-67.0% | $5,918-62.7% | $4,761-53.6% |
| Participant deferral / active EE | $13,976 | $8,405+66.3% | $7,714+81.2% | $5,982+133.6% |
| Admin fee / account holder | $213 | $15,399-98.6% | $12,427-98.3% | $11,246-98.1% |