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 | $39,549 | $162,781-75.7% | $133,956-70.5% | $158,922-75.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 30.60% | 41.94%-11.3pp | 45.09%-14.5pp | 302.83%-272.2pp |
| Employer contribution / active EE | $7,096 | $4,975+42.6% | $3,919+81.1% | $4,761+49.0% |
| Participant deferral / active EE | $11,827 | $5,911+100.1% | $5,048+134.3% | $5,982+97.7% |
| Admin fee / account holder | $115 | $11,736-99.0% | $8,927-98.7% | $11,246-99.0% |