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 | $46,186 | $106,515-56.6% | $96,683-52.2% | $139,434-66.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 15.18% | 38.43%-23.2pp | 35.69%-20.5pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,268 | $4,103-44.7% | $3,737-39.3% | $4,751-52.3% |
| Participant deferral / active EE | $7,065 | $5,454+29.5% | $4,878+44.8% | $6,710+5.3% |
| Admin fee / account holder | $18 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |