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 | $132,737 | $197,591-32.8% | $177,821-25.4% | $158,922-16.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.05% | 58.76%-40.7pp | 48.32%-30.3pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,337 | $6,697-65.1% | $5,918-60.5% | $4,761-50.9% |
| Participant deferral / active EE | $6,897 | $8,405-17.9% | $7,714-10.6% | $5,982+15.3% |
| Admin fee / account holder | $68 | $15,399-99.6% | $12,427-99.5% | $11,246-99.4% |