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 | $46,025 | $179,726-74.4% | $156,263-70.5% | $142,382-67.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.70% | 77.86%-58.2pp | 59.47%-39.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,650 | $5,069-47.7% | $4,333-38.9% | $4,299-38.4% |
| Participant deferral / active EE | $6,495 | $6,956-6.6% | $6,158+5.5% | $6,507-0.2% |
| Admin fee / account holder | $177 | $17,272-99.0% | $14,255-98.8% | $12,624-98.6% |