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 6-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 | $52,239 | $138,347-62.2% | $184,203-71.6% | $80,856-35.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.73% | 20.02%-7.3pp | 28.81%-16.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,653 | $4,850-4.1% | $6,427-27.6% | $2,755+68.9% |
| Participant deferral / active EE | $6,107 | $7,071-13.6% | $9,131-33.1% | $4,296+42.2% |
| Admin fee / account holder | $297 | $10,483-97.2% | $13,901-97.9% | $6,918-95.7% |