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 | $71,334 | $179,726-60.3% | $156,263-54.4% | $142,382-49.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.00% | 77.86%-59.9pp | 59.47%-41.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,453 | $5,069-51.6% | $4,333-43.4% | $4,299-43.0% |
| Participant deferral / active EE | $7,779 | $6,956+11.8% | $6,158+26.3% | $6,507+19.5% |
| Admin fee / account holder | $268 | $17,272-98.4% | $14,255-98.1% | $12,624-97.9% |