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 | $58,340 | $154,117-62.1% | $129,995-55.1% | $139,434-58.2% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 25.84% | 32.48%-6.6pp | -137.18%+163.0pp | 372.94%-347.1pp |
| Employer contribution / active EE | $2,664 | $5,289-49.6% | $4,320-38.3% | $4,751-43.9% |
| Participant deferral / active EE | $7,348 | $6,710+9.5% | $5,820+26.3% | $6,710+9.5% |
| Admin fee / account holder | $11 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |