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 | $50,888 | $54,705-7.0% | $71,209-28.5% | $84,808-40.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 18.32% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,831 | $2,158+31.2% | $2,721+4.0% | $2,631+7.6% |
| Participant deferral / active EE | $7,645 | $3,030+152.3% | $4,175+83.1% | $4,212+81.5% |
| Admin fee / account holder | $184 | $4,863-96.2% | $5,349-96.6% | $7,344-97.5% |