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 | $63,876 | $197,591-67.7% | $177,821-64.1% | $158,922-59.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.33% | 58.76%-38.4pp | 48.32%-28.0pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,162 | $6,697-67.7% | $5,918-63.5% | $4,761-54.6% |
| Participant deferral / active EE | $12,972 | $8,405+54.3% | $7,714+68.2% | $5,982+116.8% |
| Admin fee / account holder | $151 | $15,399-99.0% | $12,427-98.8% | $11,246-98.7% |