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 | $30,691 | $127,065-75.8% | $113,168-72.9% | $142,382-78.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 34.41% | 24.03%+10.4pp | 24.27%+10.1pp | 217.08%-182.7pp |
| Employer contribution / active EE | $2,408 | $3,442-30.0% | $2,975-19.1% | $4,299-44.0% |
| Participant deferral / active EE | $5,451 | $5,716-4.6% | $5,107+6.7% | $6,507-16.2% |
| Admin fee / account holder | $285 | $15,736-98.2% | $12,068-97.6% | $12,624-97.7% |