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 | $74,319 | $171,164-56.6% | $127,761-41.8% | $152,861-51.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.0%+6.7pp | 82.4%+3.3pp |
| Annual return | 0.00% | 23.54%-23.5pp | 26.14%-26.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,985 | $5,447-26.8% | $4,574-12.9% | $4,762-16.3% |
| Participant deferral / active EE | $7,914 | $7,038+12.4% | $6,021+31.4% | $5,850+35.3% |
| Admin fee / account holder | $89 | $14,530-99.4% | $9,395-99.1% | $11,596-99.2% |