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 | $71,753 | $54,705+31.2% | $71,209+0.8% | $84,808-15.4% |
| Participation rate | 88.5% | 64.1%+24.4pp | 73.8%+14.7pp | 68.3%+20.2pp |
| Annual return | 29.58% | 35.90%-6.3pp | 282.51%-252.9pp | 40.90%-11.3pp |
| Employer contribution / active EE | $4,346 | $2,158+101.4% | $2,721+59.7% | $2,631+65.2% |
| Participant deferral / active EE | $10,589 | $3,030+249.4% | $4,175+153.6% | $4,212+151.4% |
| Admin fee / account holder | $8 | $4,863-99.8% | $5,349-99.9% | $7,344-99.9% |