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 | $70,869 | $228,332-69.0% | $185,823-61.9% | $158,922-55.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 37.11% | 40.80%-3.7pp | 35.95%+1.2pp | 302.83%-265.7pp |
| Employer contribution / active EE | $14,674 | $4,967+195.5% | $4,087+259.0% | $4,761+208.2% |
| Participant deferral / active EE | $21,225 | $6,415+230.9% | $5,632+276.9% | $5,982+254.8% |
| Admin fee / account holder | $213 | $11,864-98.2% | $9,500-97.8% | $11,246-98.1% |