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 | $85,386 | $97,744-12.6% | $103,476-17.5% | $145,922-41.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.14% | 25.41%-12.3pp | 23.90%-10.8pp | 561.29%-548.1pp |
| Employer contribution / active EE | $5,717 | $4,677+22.2% | $4,672+22.4% | $4,660+22.7% |
| Participant deferral / active EE | $2,042 | $6,603-69.1% | $6,623-69.2% | $6,688-69.5% |
| Admin fee / account holder | $81 | $12,515-99.4% | $9,413-99.1% | $13,397-99.4% |