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 | $52,665 | $85,022-38.1% | $70,515-25.3% | $139,434-62.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 18.55% | 30.38%-11.8pp | 32.77%-14.2pp | 372.94%-354.4pp |
| Employer contribution / active EE | $4,682 | $3,909+19.8% | $2,973+57.4% | $4,751-1.5% |
| Participant deferral / active EE | $7,856 | $5,890+33.4% | $4,567+72.0% | $6,710+17.1% |
| Admin fee / account holder | $191 | $8,906-97.9% | $6,412-97.0% | $11,403-98.3% |