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 | $98,889 | $114,381-13.5% | $107,525-8.0% | $142,382-30.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.05% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,159 | $4,015-21.3% | $3,754-15.8% | $4,299-26.5% |
| Participant deferral / active EE | $6,230 | $5,564+12.0% | $5,116+21.8% | $6,507-4.3% |
| Admin fee / account holder | $118 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |