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 | $81,925 | $117,983-30.6% | $101,794-19.5% | $142,382-42.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.80% | 36.92%-16.1pp | 30.53%-9.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $4,546 | $2,773+63.9% | $2,289+98.6% | $4,299+5.7% |
| Participant deferral / active EE | $9,681 | $4,714+105.4% | $4,084+137.0% | $6,507+48.8% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |