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 | $44,464 | $149,734-70.3% | $118,925-62.6% | $158,922-72.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 75.4%+8.0pp | 82.0%+1.4pp |
| Annual return | 28.61% | 19.95%+8.7pp | 35.88%-7.3pp | 302.83%-274.2pp |
| Employer contribution / active EE | $10,016 | $4,115+143.4% | $3,263+207.0% | $4,761+110.4% |
| Participant deferral / active EE | $7,091 | $5,223+35.8% | $4,265+66.3% | $5,982+18.5% |
| Admin fee / account holder | $122 | $8,603-98.6% | $6,581-98.1% | $11,246-98.9% |