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 | $101,503 | $214,378-52.7% | $200,582-49.4% | $142,382-28.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.61% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,999 | $6,841-56.2% | $6,419-53.3% | $4,299-30.2% |
| Participant deferral / active EE | $8,983 | $9,865-8.9% | $9,331-3.7% | $6,507+38.0% |
| Admin fee / account holder | $135 | $17,692-99.2% | $16,305-99.2% | $12,624-98.9% |