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 8-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 | $45,098 | $209,411-78.5% | $178,490-74.7% | $158,922-71.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.27% | 188.75%-176.5pp | 151.07%-138.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $11,135 | $5,706+95.1% | $5,011+122.2% | $4,761+133.9% |
| Participant deferral / active EE | $7,525 | $5,954+26.4% | $5,202+44.7% | $5,982+25.8% |
| Admin fee / account holder | $86 | $17,074-99.5% | $13,984-99.4% | $11,246-99.2% |