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 4-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 | $86,074 | $108,919-21.0% | $100,391-14.3% | $145,922-41.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.57% | 57.88%-46.3pp | 49.20%-37.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,599 | $4,419-63.8% | $3,942-59.4% | $4,660-65.7% |
| Participant deferral / active EE | $6,900 | $8,445-18.3% | $8,082-14.6% | $6,688+3.2% |
| Admin fee / account holder | $39 | $9,689-99.6% | $7,899-99.5% | $13,397-99.7% |