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 | $44,325 | $54,705-19.0% | $71,209-37.8% | $84,808-47.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 23.48% | 35.90%-12.4pp | 282.51%-259.0pp | 40.90%-17.4pp |
| Employer contribution / active EE | $4,422 | $2,158+104.9% | $2,721+62.5% | $2,631+68.1% |
| Participant deferral / active EE | $11,060 | $3,030+265.0% | $4,175+164.9% | $4,212+162.6% |
| Admin fee / account holder | $281 | $4,863-94.2% | $5,349-94.8% | $7,344-96.2% |