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 | $40,491 | $78,422-48.4% | $95,952-57.8% | $79,858-49.3% |
| Participation rate | 94.9% | 73.5%+21.4pp | 77.1%+17.8pp | 69.6%+25.2pp |
| Annual return | 33.38% | 19.37%+14.0pp | 91.61%-58.2pp | 31.71%+1.7pp |
| Employer contribution / active EE | $4,601 | $1,945+136.5% | $2,541+81.1% | $2,471+86.2% |
| Participant deferral / active EE | $6,608 | $3,440+92.1% | $4,167+58.6% | $3,740+76.7% |
| Admin fee / account holder | $270 | $5,622-95.2% | $6,795-96.0% | $5,306-94.9% |