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 | $59,558 | $209,411-71.6% | $178,490-66.6% | $158,922-62.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.95% | 188.75%-163.8pp | 151.07%-126.1pp | 302.83%-277.9pp |
| Employer contribution / active EE | $10,824 | $5,706+89.7% | $5,011+116.0% | $4,761+127.3% |
| Participant deferral / active EE | $8,404 | $5,954+41.1% | $5,202+61.6% | $5,982+40.5% |
| Admin fee / account holder | $121 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |