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 | $58,553 | $159,602-63.3% | $150,045-61.0% | $142,382-58.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.97% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,286 | $4,961-53.9% | $4,693-51.3% | $4,299-46.8% |
| Participant deferral / active EE | $8,750 | $8,310+5.3% | $7,997+9.4% | $6,507+34.5% |
| Admin fee / account holder | $223 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |