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 | $47,316 | $179,726-73.7% | $156,263-69.7% | $142,382-66.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.47% | 77.86%-65.4pp | 59.47%-47.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,888 | $5,069-23.3% | $4,333-10.3% | $4,299-9.6% |
| Participant deferral / active EE | $2,792 | $6,956-59.9% | $6,158-54.7% | $6,507-57.1% |
| Admin fee / account holder | $188 | $17,272-98.9% | $14,255-98.7% | $12,624-98.5% |