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 5-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 | $35,601 | $117,841-69.8% | $102,423-65.2% | $145,922-75.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.31% | 31.65%-15.3pp | 29.32%-13.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,357 | $3,615-34.8% | $3,023-22.1% | $4,660-49.4% |
| Participant deferral / active EE | $7,146 | $5,731+24.7% | $5,053+41.4% | $6,688+6.8% |
| Admin fee / account holder | $131 | $13,326-99.0% | $9,451-98.6% | $13,397-99.0% |