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 | $63,012 | $159,602-60.5% | $150,045-58.0% | $142,382-55.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.49% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,779 | $4,961-64.1% | $4,693-62.1% | $4,299-58.6% |
| Participant deferral / active EE | $6,442 | $8,310-22.5% | $7,997-19.4% | $6,507-1.0% |
| Admin fee / account holder | $21 | $14,846-99.9% | $13,435-99.8% | $12,624-99.8% |