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 | $94,766 | $115,770-18.1% | $101,248-6.4% | $158,922-40.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.28% | 56.14%-43.9pp | 46.47%-34.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,851 | $4,175-55.7% | $3,660-49.4% | $4,761-61.1% |
| Participant deferral / active EE | $4,501 | $4,957-9.2% | $4,370+3.0% | $5,982-24.8% |
| Admin fee / account holder | $221 | $7,245-97.0% | $5,945-96.3% | $11,246-98.0% |