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 | $43,768 | $165,335-73.5% | $149,696-70.8% | $158,922-72.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.88% | 348.15%-328.3pp | 276.60%-256.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $2,311 | $5,103-54.7% | $4,644-50.2% | $4,761-51.5% |
| Participant deferral / active EE | $8,380 | $7,181+16.7% | $6,842+22.5% | $5,982+40.1% |
| Admin fee / account holder | $209 | $10,807-98.1% | $9,309-97.8% | $11,246-98.1% |