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 | $35,148 | $74,888-53.1% | $71,209-50.6% | $142,382-75.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.02% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,487 | $2,854-12.9% | $2,721-8.6% | $4,299-42.2% |
| Participant deferral / active EE | $6,010 | $4,454+34.9% | $4,175+44.0% | $6,507-7.6% |
| Admin fee / account holder | $167 | $5,568-97.0% | $5,349-96.9% | $12,624-98.7% |