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 | $45,642 | $127,065-64.1% | $113,168-59.7% | $142,382-67.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 28.48% | 24.03%+4.5pp | 24.27%+4.2pp | 217.08%-188.6pp |
| Employer contribution / active EE | $5,794 | $3,442+68.3% | $2,975+94.7% | $4,299+34.8% |
| Participant deferral / active EE | $9,554 | $5,716+67.1% | $5,107+87.1% | $6,507+46.8% |
| Admin fee / account holder | $298 | $15,736-98.1% | $12,068-97.5% | $12,624-97.6% |