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 9-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 | $49,114 | $81,632-39.8% | $70,449-30.3% | $158,922-69.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 20.12% | 208.40%-188.3pp | 109.03%-88.9pp | 302.83%-282.7pp |
| Employer contribution / active EE | $5,473 | $3,217+70.1% | $2,737+100.0% | $4,761+15.0% |
| Participant deferral / active EE | $5,290 | $4,554+16.2% | $3,709+42.7% | $5,982-11.6% |
| Admin fee / account holder | $249 | $6,193-96.0% | $3,845-93.5% | $11,246-97.8% |