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 | $75,234 | $74,888+0.5% | $71,209+5.7% | $142,382-47.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.46% | 345.14%-323.7pp | 282.51%-261.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,593 | $2,854-44.2% | $2,721-41.5% | $4,299-62.9% |
| Participant deferral / active EE | $3,007 | $4,454-32.5% | $4,175-28.0% | $6,507-53.8% |
| Admin fee / account holder | $290 | $5,568-94.8% | $5,349-94.6% | $12,624-97.7% |