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 10-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 | $87,763 | $106,515-17.6% | $96,683-9.2% | $139,434-37.1% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 20.34% | 38.43%-18.1pp | 35.69%-15.4pp | 372.94%-352.6pp |
| Employer contribution / active EE | $3,319 | $4,103-19.1% | $3,737-11.2% | $4,751-30.1% |
| Participant deferral / active EE | $9,897 | $5,454+81.5% | $4,878+102.9% | $6,710+47.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |