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 | $36,487 | $93,571-61.0% | $135,903-73.2% | $75,163-51.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.13% | 30.90%-8.8pp | 68.23%-46.1pp | 160.62%-138.5pp |
| Employer contribution / active EE | $4,891 | $3,537+38.3% | $4,856+0.7% | $2,670+83.2% |
| Participant deferral / active EE | $5,577 | $6,404-12.9% | $7,758-28.1% | $4,125+35.2% |
| Admin fee / account holder | $292 | $6,975-95.8% | $10,762-97.3% | $5,651-94.8% |