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 | $54,767 | $115,770-52.7% | $101,248-45.9% | $158,922-65.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 36.04% | 56.14%-20.1pp | 46.47%-10.4pp | 302.83%-266.8pp |
| Employer contribution / active EE | $3,904 | $4,175-6.5% | $3,660+6.7% | $4,761-18.0% |
| Participant deferral / active EE | $19,500 | $4,957+293.4% | $4,370+346.2% | $5,982+226.0% |
| Admin fee / account holder | $155 | $7,245-97.9% | $5,945-97.4% | $11,246-98.6% |