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 10-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 | $84,241 | $78,422+7.4% | $95,952-12.2% | $79,858+5.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 19.34% | 19.37%0pp | 91.61%-72.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,775 | $1,945-8.7% | $2,541-30.1% | $2,471-28.2% |
| Participant deferral / active EE | $3,856 | $3,440+12.1% | $4,167-7.5% | $3,740+3.1% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |