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 | $85,846 | $80,717+6.4% | $154,803-44.5% | $84,808+1.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.82% | 37.96%-22.1pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,307 | $2,761+56.0% | $4,3050% | $2,631+63.7% |
| Participant deferral / active EE | $5,531 | $3,303+67.4% | $5,540-0.2% | $4,212+31.3% |
| Admin fee / account holder | $224 | $6,746-96.7% | $14,329-98.4% | $7,344-96.9% |