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 | $65,911 | $197,591-66.6% | $177,821-62.9% | $158,922-58.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 44.18% | 58.76%-14.6pp | 48.32%-4.1pp | 302.83%-258.6pp |
| Employer contribution / active EE | $12,911 | $6,697+92.8% | $5,918+118.1% | $4,761+171.2% |
| Participant deferral / active EE | $17,446 | $8,405+107.6% | $7,714+126.2% | $5,982+191.6% |
| Admin fee / account holder | $4 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |