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 3-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 | $47,727 | $109,982-56.6% | $97,226-50.9% | $145,922-67.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 22.59% | 242.90%-220.3pp | 75.13%-52.5pp | 561.29%-538.7pp |
| Employer contribution / active EE | $7,938 | $3,084+157.4% | $2,729+190.9% | $4,660+70.4% |
| Participant deferral / active EE | $24,874 | $4,676+432.0% | $4,264+483.4% | $6,688+271.9% |
| Admin fee / account holder | $72 | $6,221-98.8% | $5,654-98.7% | $13,397-99.5% |