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 | $89,316 | $111,754-20.1% | $103,333-13.6% | $145,922-38.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.12% | 24.77%-13.6pp | 24.88%-13.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,590 | $4,212-14.8% | $3,868-7.2% | $4,660-23.0% |
| Participant deferral / active EE | $7,736 | $5,619+37.7% | $5,057+53.0% | $6,688+15.7% |
| Admin fee / account holder | $94 | $9,750-99.0% | $8,355-98.9% | $13,397-99.3% |