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 | $103,819 | $163,101-36.3% | $136,749-24.1% | $142,382-27.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.05% | 27.54%-8.5pp | 24.33%-5.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,923 | $4,117-29.0% | $3,400-14.0% | $4,299-32.0% |
| Participant deferral / active EE | $12,268 | $5,585+119.7% | $4,692+161.5% | $6,507+88.5% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |