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 | $118,220 | $115,882+2.0% | $100,516+17.6% | $158,922-25.6% |
| Participation rate | 72.7% | 81.6%-8.8pp | 79.4%-6.7pp | 82.0%-9.2pp |
| Annual return | 16.07% | 34.79%-18.7pp | 30.89%-14.8pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,343 | $4,103-42.9% | $3,418-31.4% | $4,761-50.8% |
| Participant deferral / active EE | $8,078 | $6,674+21.0% | $6,270+28.8% | $5,982+35.0% |
| Admin fee / account holder | $10 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |