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 | $41,660 | $100,773-58.7% | $88,946-53.2% | $142,382-70.7% |
| Participation rate | 93.8% | 74.3%+19.5pp | 68.8%+24.9pp | 80.1%+13.6pp |
| Annual return | 16.85% | 70.18%-53.3pp | 57.82%-41.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,703 | $2,918+26.9% | $2,555+44.9% | $4,299-13.9% |
| Participant deferral / active EE | $7,652 | $5,230+46.3% | $4,581+67.0% | $6,507+17.6% |
| Admin fee / account holder | $240 | $9,693-97.5% | $8,261-97.1% | $12,624-98.1% |