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 | $55,221 | $140,940-60.8% | $112,229-50.8% | $139,434-60.4% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 19.70% | 32.71%-13.0pp | 30.20%-10.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,325 | $4,283-45.7% | $3,430-32.2% | $4,751-51.1% |
| Participant deferral / active EE | $5,881 | $5,874+0.1% | $4,798+22.6% | $6,710-12.4% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,748-99.7% | $11,403-99.8% |