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 | $66,171 | $106,584-37.9% | $101,326-34.7% | $142,382-53.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.16% | 36.93%-16.8pp | 36.82%-16.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,975 | $3,956-24.8% | $3,665-18.8% | $4,299-30.8% |
| Participant deferral / active EE | $5,950 | $8,297-28.3% | $7,994-25.6% | $6,507-8.6% |
| Admin fee / account holder | $6 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |