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 | $45,101 | $179,726-74.9% | $156,263-71.1% | $142,382-68.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.41% | 77.86%-65.5pp | 59.47%-47.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,450 | $5,069-31.9% | $4,333-20.4% | $4,299-19.8% |
| Participant deferral / active EE | $5,960 | $6,956-14.3% | $6,158-3.2% | $6,507-8.4% |
| Admin fee / account holder | $161 | $17,272-99.1% | $14,255-98.9% | $12,624-98.7% |