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 | $55,477 | $157,256-64.7% | $141,162-60.7% | $152,861-63.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.15% | 64.32%-42.2pp | 71.39%-49.2pp | 345.32%-323.2pp |
| Employer contribution / active EE | $6,548 | $5,261+24.5% | $4,735+38.3% | $4,762+37.5% |
| Participant deferral / active EE | $4,998 | $7,109-29.7% | $6,709-25.5% | $5,850-14.6% |
| Admin fee / account holder | $107 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |