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 | $53,539 | $115,770-53.8% | $101,248-47.1% | $158,922-66.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.06% | 56.14%-38.1pp | 46.47%-28.4pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,198 | $4,175-47.3% | $3,660-39.9% | $4,761-53.8% |
| Participant deferral / active EE | $11,182 | $4,957+125.6% | $4,370+155.9% | $5,982+86.9% |
| Admin fee / account holder | $232 | $7,245-96.8% | $5,945-96.1% | $11,246-97.9% |