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 8-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 | $75,171 | $228,332-67.1% | $185,823-59.5% | $158,922-52.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.98% | 40.80%-23.8pp | 35.95%-19.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $42,403 | $4,967+753.8% | $4,087+937.4% | $4,761+790.6% |
| Participant deferral / active EE | $25,500 | $6,415+297.5% | $5,632+352.8% | $5,982+326.3% |
| Admin fee / account holder | $14 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |