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 | $68,774 | $159,602-56.9% | $150,045-54.2% | $142,382-51.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.28% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,886 | $4,961-62.0% | $4,693-59.8% | $4,299-56.1% |
| Participant deferral / active EE | $6,779 | $8,310-18.4% | $7,997-15.2% | $6,507+4.2% |
| Admin fee / account holder | $100 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |