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 | $59,146 | $99,159-40.4% | - | $167,490-64.7% |
| Participation rate | 70.0% | 69.9%+0.1pp | - | 82.1%-12.1pp |
| Annual return | 22.87% | 15.94%+6.9pp | - | 478.56%-455.7pp |
| Employer contribution / active EE | $2,963 | $3,061-3.2% | - | $4,837-38.8% |
| Participant deferral / active EE | $3,106 | $4,624-32.8% | - | $6,341-51.0% |
| Admin fee / account holder | $243 | $3,125-92.2% | - | $12,309-98.0% |