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 6-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 | $46,030 | $105,126-56.2% | $94,646-51.4% | $139,434-67.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.12% | 38.03%-18.9pp | 156.71%-137.6pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,722 | $4,106-33.7% | $3,672-25.9% | $4,751-42.7% |
| Participant deferral / active EE | $8,011 | $7,599+5.4% | $7,418+8.0% | $6,710+19.4% |
| Admin fee / account holder | $254 | $8,984-97.2% | $7,231-96.5% | $11,403-97.8% |