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 | $52,024 | $124,281-58.1% | $109,143-52.3% | $167,490-68.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.49% | 26.04%-6.5pp | 25.75%-6.3pp | 478.56%-459.1pp |
| Employer contribution / active EE | $4,880 | $4,207+16.0% | $3,722+31.1% | $4,837+0.9% |
| Participant deferral / active EE | $7,230 | $5,255+37.6% | $4,653+55.4% | $6,341+14.0% |
| Admin fee / account holder | $199 | $7,970-97.5% | $6,752-97.1% | $12,309-98.4% |