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 | $76,735 | $103,376-25.8% | $87,100-11.9% | $152,861-49.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 24.67% | 28.10%-3.4pp | 28.19%-3.5pp | 345.32%-320.6pp |
| Employer contribution / active EE | $17,685 | $3,220+449.2% | $2,521+601.4% | $4,762+271.4% |
| Participant deferral / active EE | $17,567 | $4,778+267.7% | $4,049+333.9% | $5,850+200.3% |
| Admin fee / account holder | $20 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |