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 9-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 | $81,620 | $107,334-24.0% | $92,893-12.1% | $152,861-46.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.62% | 145.58%-123.0pp | 109.41%-86.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,215 | $4,221-47.5% | $3,653-39.3% | $4,762-53.5% |
| Participant deferral / active EE | $5,462 | $4,845+12.8% | $4,236+28.9% | $5,850-6.6% |
| Admin fee / account holder | $218 | $7,079-96.9% | $5,794-96.2% | $11,596-98.1% |