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 9-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 | $45,962 | $107,452-57.2% | $91,541-49.8% | $142,382-67.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.97% | 22.06%-1.1pp | 20.50%+0.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,755 | $2,994+25.4% | $2,505+49.9% | $4,299-12.7% |
| Participant deferral / active EE | $7,618 | $4,754+60.2% | $4,008+90.1% | $6,507+17.1% |
| Admin fee / account holder | $173 | $8,834-98.0% | $6,956-97.5% | $12,624-98.6% |