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 6-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 | $45,222 | $114,381-60.5% | $107,525-57.9% | $142,382-68.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.90% | 242.71%-221.8pp | 181.32%-160.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,371 | $4,015-40.9% | $3,754-36.8% | $4,299-44.8% |
| Participant deferral / active EE | $6,372 | $5,564+14.5% | $5,116+24.6% | $6,507-2.1% |
| Admin fee / account holder | $147 | $9,860-98.5% | $8,919-98.3% | $12,624-98.8% |