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 | $51,999 | $117,983-55.9% | $101,794-48.9% | $142,382-63.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.77% | 36.92%-16.1pp | 30.53%-9.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,543 | $2,773+27.8% | $2,289+54.8% | $4,299-17.6% |
| Participant deferral / active EE | $7,212 | $4,714+53.0% | $4,084+76.6% | $6,507+10.8% |
| Admin fee / account holder | $105 | $10,433-99.0% | $8,777-98.8% | $12,624-99.2% |