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 | $32,541 | $118,849-72.6% | $96,562-66.3% | $167,490-80.6% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 20.00% | 50.49%-30.5pp | 37.78%-17.8pp | 478.56%-458.6pp |
| Employer contribution / active EE | $1,468 | $3,120-52.9% | $2,356-37.7% | $4,837-69.6% |
| Participant deferral / active EE | $10,647 | $4,616+130.7% | $3,849+176.6% | $6,341+67.9% |
| Admin fee / account holder | $92 | $8,065-98.9% | $6,181-98.5% | $12,309-99.3% |