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 | $60,278 | $157,256-61.7% | $141,162-57.3% | $152,861-60.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.18% | 64.32%-44.1pp | 71.39%-51.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $7,700 | $5,261+46.4% | $4,735+62.6% | $4,762+61.7% |
| Participant deferral / active EE | $17,445 | $7,109+145.4% | $6,709+160.0% | $5,850+198.2% |
| Admin fee / account holder | $159 | $12,120-98.7% | $10,261-98.5% | $11,596-98.6% |