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 | $39,115 | $59,101-33.8% | $77,163-49.3% | $75,163-48.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 19.73% | 26.71%-7.0pp | 37.87%-18.1pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,174 | $1,995+8.9% | $2,535-14.2% | $2,670-18.6% |
| Participant deferral / active EE | $5,948 | $2,999+98.3% | $3,833+55.2% | $4,125+44.2% |
| Admin fee / account holder | $104 | $4,774-97.8% | $5,472-98.1% | $5,651-98.2% |