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 | $50,226 | $106,515-52.8% | $96,683-48.1% | $139,434-64.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.25% | 38.43%-16.2pp | 35.69%-13.4pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,860 | $4,103-30.3% | $3,737-23.5% | $4,751-39.8% |
| Participant deferral / active EE | $7,717 | $5,454+41.5% | $4,878+58.2% | $6,710+15.0% |
| Admin fee / account holder | $180 | $7,877-97.7% | $6,730-97.3% | $11,403-98.4% |